J.P. Morgan Exchange-Traded Fund Trust - JPST
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 100,296,477 | 5,071,992 | 0.33% | 0.34% | 1 | -6,176,137 | -5.8% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 61,139,019 | 3,094,245 | 0.19% | 0.19% | 2 | -329,749 | -0.54% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 19,901,775 | 1,007,228 | 0.27% | 0.27% | 3 | +280,875 | 1.43% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,198,546 | 819,808 | 0.06% | 0.06% | 4 | +23,253 | 0.14% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 13,652,039 | 690,930 | 1.31% | 1.27% | 5 | +470,939 | 3.57% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 11,901,249 | 602,322 | 0.11% | 0.09% | 6 | +2,294,292 | 23.88% | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 11,632,152 | 588,703 | 0.09% | 0.09% | 7 | +186,756 | 1.63% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 10,811,549 | 547,172 | 0.08% | 0.08% | 8 | +1,342,151 | 14.17% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,550,931 | 480,897 | 3.11% | 3.07% | 9 | +107,822 | 1.14% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Reduced | 8,567,157 | 433,583 | 0.02% | 0.03% | 10 | -2,182,501 | -20.3% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,670,792 | 337,608 | 0.1% | 0.09% | 11 | +773,190 | 13.11% | Q1 2026 | May 14, 2026 |
| Temasek Holdings (Private) Ltd | History | No change | 5,919,494 | 299,585 | 0.98% | 0.95% | 12 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,550,338 | 280,902 | 0.08% | 0.07% | 13 | +1,214,449 | 28.01% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,372,821 | 271,917 | 0.05% | 0.04% | 14 | +534,875 | 11.06% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 5,186,873 | 262,507 | 0.37% | 0.36% | 15 | +303,940 | 6.22% | Q1 2026 | May 15, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 4,759,095 | 240,857 | 15.32% | 15.24% | 16 | -125,385 | -2.57% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,642,456 | 183,798 | 0.37% | 0.39% | 17 | -2,053,147 | -36.05% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,461,245 | 175,174 | 0.45% | 0.44% | 18 | +189,248 | 5.78% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,402,461 | 172,198 | 0.11% | 0.13% | 19 | -610,956 | -15.22% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 3,377,302 | 170,925 | 0.18% | 0.17% | 20 | +312,033 | 10.18% | Q1 2026 | May 13, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 2,811,500 | 142,290 | 4.98% | 1.34% | 21 | +1,921,600 | 215.93% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,742,910 | 138,818 | 2.15% | 2.11% | 22 | +212,698 | 8.41% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,700,377 | 136,843 | 0.03% | 0.04% | 23 | -813,724 | -23.16% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,415,784 | 122,278 | 0.18% | 0.19% | 24 | -161,733 | -6.27% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 2,320,042 | 117,417 | 3.76% | 1.69% | 25 | +394,890 | 20.51% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,196,693 | 110,998 | 0.05% | 0.05% | 26 | +422,098 | 23.79% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,158,259 | 109,229 | 0.2% | 0.27% | 27 | +472,676 | 28.04% | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,134,627 | 108,033 | 3.23% | 2.66% | 28 | +391,002 | 22.42% | Q1 2026 | May 13, 2026 |
| Cornerstone Management, Inc. | History | Added to | 2,054,190 | 103,962 | 16.57% | 15.87% | 29 | +130,306 | 6.77% | Q1 2026 | Apr 16, 2026 |
| Kensington Asset Management, LLC | History | Added to | 1,994,639 | 100,948 | 5.5% | 3.05% | 30 | +832,640 | 71.66% | Q1 2026 | May 21, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 1,919,555 | 96,975 | 5.77% | 6.14% | 31 | +51,567 | 2.76% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,837,530 | 92,997 | 0.09% | 0.08% | 32 | +20,534 | 1.13% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,813,703 | 91,791 | 0.13% | 0.12% | 33 | +43,245 | 2.44% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 1,791,951 | 90,690 | 0.1% | 0.08% | 34 | +351,759 | 24.42% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,790,784 | 90,631 | 1.93% | 1.88% | 35 | -16,193 | -0.9% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,757,191 | 88,931 | 0.66% | 0.47% | 36 | +619,736 | 54.48% | Q1 2026 | May 15, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 1,739,531 | 88,037 | 4.76% | 4.42% | 37 | +151,747 | 9.56% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 1,666,333 | 84,333 | 4.92% | 4.76% | 38 | +34,971 | 2.14% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Added to | 1,631,342 | 82,562 | 0.17% | 0.16% | 39 | +108,997 | 7.16% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Added to | 1,609,839 | 81,474 | 0.25% | 0.21% | 40 | +199,286 | 14.13% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 1,603,139 | 81,134 | 0.21% | 0.15% | 41 | +487,822 | 43.74% | Q1 2026 | May 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 1,405,198 | 71,117 | 4.57% | 2.62% | 42 | +584,878 | 71.3% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,375,805 | 69,629 | 1.07% | 0.62% | 43 | +567,230 | 70.15% | Q1 2026 | Apr 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,325,577 | 67,087 | 0.07% | 0.06% | 44 | +263,116 | 24.76% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,300,733 | 65,830 | 0.13% | 0.11% | 45 | +33,907 | 2.68% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,283,840 | 64,975 | 0.3% | 0.27% | 46 | +158,367 | 14.07% | Q1 2026 | Apr 24, 2026 |
| Bramshill Investments, LLC | History | Added to | 1,280,797 | 64,821 | 5.58% | 2.23% | 47 | +500,000 | 64.04% | Q1 2026 | May 15, 2026 |
| Rock Creek Group LLC | History | Reduced | 1,277,074 | 64,633 | 6.54% | 7.35% | 48 | -17,855 | -1.38% | Q1 2026 | May 11, 2026 |
| Fluent Financial, LLC | History | Added to | 1,257,356 | 63,509 | 23.24% | 5.51% | 49 | +971,661 | 340.1% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,249,816 | 63,235 | 0.39% | 0.42% | 50 | -131,024 | -9.49% | Q1 2026 | May 15, 2026 |
| Crane Advisory, LLC | History | Added to | 1,194,881 | 60,365 | 9.04% | 8.97% | 51 | +22,848 | 1.95% | Q1 2026 | Apr 20, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,159,813 | 58,698 | 4.39% | 4.33% | 52 | +2,092 | 0.18% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,158,003 | 58,606 | 0.05% | 0.06% | 53 | +13,945 | 1.22% | Q1 2026 | May 13, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,144,116 | 57,857 | 2.22% | 1.95% | 54 | +184,588 | 19.24% | Q1 2026 | Apr 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,130,440 | 57,211 | 0.46% | 0.33% | 55 | +578,739 | 104.9% | Q1 2026 | May 15, 2026 |
| Acorns Advisers, LLC | History | Added to | 1,066,602 | 53,981 | 0.4% | 0.38% | 56 | +59,026 | 5.86% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,063,710 | 53,834 | 0.09% | 0.11% | 57 | -120,653 | -10.19% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 943,704 | 47,760 | 0.15% | 0.11% | 58 | +374,129 | 65.69% | Q1 2026 | May 15, 2026 |
| Ridgepath Capital Management LLC | History | Added to | 938,877 | 47,516 | 23.62% | 6.95% | 59 | +640,542 | 214.71% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 924,343 | 46,781 | 0.13% | 0.15% | 60 | -287,475 | -23.72% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 923,074 | 46,716 | 0.65% | 0.63% | 61 | +3,675 | 0.4% | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | Reduced | 920,333 | 46,578 | 2.17% | 2.24% | 62 | -20,072 | -2.13% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 907,346 | 45,920 | 0.55% | 0.56% | 63 | +5,329 | 0.59% | Q1 2026 | May 01, 2026 |
| Round Rock Advisors LLC | History | Added to | 906,061 | 45,855 | 7.02% | 6.86% | 64 | +5,135 | 0.57% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 861,264 | 43,588 | 1.03% | 0.74% | 65 | +211,609 | 32.57% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 835,319 | 42,275 | 5.62% | 5.93% | 66 | -44,414 | -5.05% | Q1 2026 | Apr 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 829,222 | 41,966 | 0.52% | 0.51% | 67 | +22,926 | 2.84% | Q1 2026 | Apr 28, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 814,189 | 41,206 | 6.68% | 6.8% | 68 | +3,702 | 0.46% | Q1 2026 | Apr 07, 2026 |
| Intrua Financial, LLC | History | Added to | 808,670 | 40,926 | 4.22% | 0.53% | 69 | +710,213 | 721.34% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 801,965 | 40,587 | 2.1% | 2.0% | 70 | +59,774 | 8.05% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Reduced | 788,602 | 39,911 | 0.23% | 0.23% | 71 | -16,574 | -2.06% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 787,994 | 39,880 | 10.17% | 9.35% | 72 | +130,661 | 19.88% | Q1 2026 | Apr 06, 2026 |
| Naviter Wealth, LLC | History | Added to | 773,899 | 39,167 | 4.89% | 3.83% | 73 | +195,379 | 33.77% | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 748,092 | 37,860 | 0.07% | 0.07% | 74 | -12,367 | -1.63% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 732,218 | 37,057 | 0.2% | 0.11% | 75 | +342,846 | 88.05% | Q1 2026 | May 13, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 723,010 | 36,591 | 6.76% | 6.63% | 76 | +4,805 | 0.67% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 720,145 | 36,446 | 0.14% | 0.12% | 77 | +143,283 | 24.84% | Q1 2026 | Apr 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 719,459 | 36,411 | 6.22% | 6.13% | 78 | +5,219 | 0.73% | Q1 2026 | May 04, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 719,059 | 36,391 | 1.98% | 1.94% | 79 | -29,047 | -3.88% | Q1 2026 | May 15, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 717,520 | 36,313 | 7.44% | 7.28% | 80 | +22,409 | 3.22% | Q1 2026 | Apr 06, 2026 |
| Dakota Wealth Management | History | Added to | 704,400 | 35,649 | 0.77% | 0.53% | 81 | +118,844 | 20.3% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 695,095 | 35,178 | 0.01% | 0.01% | 82 | +17,836 | 2.63% | Q1 2026 | May 13, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 693,273 | 35,086 | 5.81% | 6.01% | 83 | -16,149 | -2.28% | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 690,378 | 34,940 | 0.7% | 0.79% | 84 | -74,032 | -9.68% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 474,198 | 34,876 | 1.61% | 0.22% | 85 | -740,301 | -60.96% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 688,034 | 34,821 | 0.04% | 0.04% | 86 | +68,286 | 11.02% | Q1 2026 | May 13, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 649,100 | 32,850 | 0.11% | 0.03% | 87 | +456,400 | 236.84% | Q1 2026 | May 15, 2026 |
| Phoenix Wealth Advisors | History | Added to | 646,844 | 32,736 | 12.93% | 12.58% | 88 | +296 | 0.05% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 640,765 | 32,429 | 1.43% | 1.18% | 89 | +145,802 | 29.46% | Q1 2026 | Apr 28, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 637,497 | 32,263 | 8.19% | 7.69% | 90 | +55,264 | 9.49% | Q1 2026 | Apr 07, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 617,567 | 31,255 | 1.28% | 1.25% | 91 | +11,507 | 1.9% | Q1 2026 | Apr 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 614,451 | 31,097 | 0.08% | 0.11% | 92 | -328,303 | -34.82% | Q1 2026 | Apr 22, 2026 |
| StrongBox Wealth, LLC | History | Added to | 608,954 | 30,819 | 9.86% | 9.9% | 93 | +13,460 | 2.26% | Q1 2026 | May 08, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 607,469 | 30,751 | 0.98% | 1.15% | 94 | -45,361 | -6.95% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | Added to | 604,741 | 30,605 | 0.33% | 0.01% | 95 | +599,790 | 12114.52% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 603,143 | 30,525 | 0.96% | 0.97% | 96 | +4,329 | 0.72% | Q1 2026 | Apr 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 580,877 | 29,398 | 0.38% | 0.34% | 97 | +47,135 | 8.83% | Q1 2026 | May 15, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 575,835 | 29,143 | 6.68% | 6.41% | 98 | +16,817 | 3.01% | Q1 2026 | May 14, 2026 |
| LexAurum Advisors, LLC | History | New | 557,404 | 28,210 | 3.66% | — | 99 | +557,404 | New | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 557,255 | 28,202 | 0.22% | 0.05% | 100 | +422,667 | 314.05% | Q1 2026 | May 11, 2026 |
| SkyOak Wealth, LLC | History | Added to | 549,606 | 27,815 | 5.09% | 4.96% | 101 | +4,708 | 0.86% | Q1 2026 | Apr 30, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 546,363 | 27,651 | 12.43% | 13.97% | 102 | -69,015 | -11.22% | Q1 2026 | Apr 28, 2026 |
| Evensky & Katz LLC | History | Added to | 543,785 | 27,521 | 1.57% | 1.5% | 103 | +18,106 | 3.44% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 534,582 | 27,044 | 0.17% | 0.22% | 104 | -90,281 | -14.45% | Q1 2026 | May 15, 2026 |
| ACT Advisors, LLC. | History | Added to | 533,732 | 27,012 | 11.49% | 0.14% | 105 | +526,854 | 7659.99% | Q1 2026 | Apr 14, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 525,345 | 26,587 | 2.15% | 2.0% | 106 | +14,208 | 2.78% | Q1 2026 | Apr 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 521,136 | 26,374 | 0.19% | 0.2% | 107 | +1,508 | 0.29% | Q1 2026 | Apr 14, 2026 |
| Leverty Financial Group, LLC | History | New | 516,840 | 26,157 | 5.79% | — | 108 | +516,840 | New | Q1 2026 | Apr 09, 2026 |
| American Trust | History | Reduced | 516,363 | 26,133 | 2.31% | 2.23% | 109 | -8,861 | -1.69% | Q1 2026 | May 01, 2026 |
| Family Investment Center, Inc. | History | Added to | 511,390 | 25,881 | 4.98% | 4.03% | 110 | +116,836 | 29.61% | Q1 2026 | Apr 24, 2026 |
| LPWM LLC | History | Added to | 509,362 | 25,778 | 6.5% | 4.11% | 111 | +187,463 | 58.24% | Q1 2026 | Apr 08, 2026 |
| Sollinda Capital Management LLC | History | Reduced | 502,626 | 25,437 | 6.18% | 6.5% | 112 | -670 | -0.13% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Reduced | 497,773 | 25,192 | 0.86% | 0.87% | 113 | -18,229 | -3.53% | Q1 2026 | Apr 22, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 486,336 | 24,613 | 2.41% | 2.39% | 114 | +5,601 | 1.17% | Q1 2026 | May 06, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 481,467 | 24,367 | 5.59% | 5.55% | 115 | +20,451 | 4.44% | Q1 2026 | Apr 20, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 481,263 | 24,356 | 1.18% | 1.21% | 116 | -16,214 | -3.26% | Q1 2026 | May 04, 2026 |
| Jacobi Capital Management LLC | History | Added to | 475,030 | 24,041 | 1.34% | 1.13% | 117 | +90,571 | 23.56% | Q1 2026 | May 13, 2026 |
| Requisite Capital Management, LLC | History | Added to | 473,209 | 23,949 | 4.46% | 2.76% | 118 | +186,784 | 65.21% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 473,122 | 23,909 | 0.12% | 0.09% | 119 | +141,317 | 42.59% | Q1 2026 | May 15, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Added to | 466,293 | 23,547 | 10.55% | 10.55% | 120 | +1,829 | 0.39% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 463,016 | 23,420 | 0.03% | 0.03% | 121 | -6,347 | -1.35% | Q1 2026 | May 15, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 455,063 | 23,031 | 1.61% | 1.6% | 122 | -24,054 | -5.02% | Q1 2026 | Apr 28, 2026 |
| Saiph Capital, LLC | History | Reduced | 451,721 | 22,861 | 8.65% | 8.54% | 123 | -18,439 | -3.92% | Q1 2026 | May 12, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 451,530 | 22,851 | 0.64% | 0.97% | 124 | -230,660 | -33.81% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 450,943 | 22,822 | 0.26% | 0.22% | 125 | +64,008 | 16.54% | Q1 2026 | Apr 28, 2026 |
| Clarus Group, Inc. | History | Reduced | 450,369 | 22,793 | 8.17% | 8.26% | 126 | -2,774 | -0.61% | Q1 2026 | Apr 21, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 448,136 | 22,680 | 3.67% | 8.38% | 127 | -551,131 | -55.15% | Q1 2026 | May 05, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 446,612 | 22,603 | 3.03% | 3.07% | 128 | +988 | 0.22% | Q1 2026 | Apr 08, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 444,095 | 22,475 | 1.61% | 1.52% | 129 | +10,057 | 2.32% | Q1 2026 | Apr 10, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 443,066 | 22,423 | 2.92% | 2.76% | 130 | +28,881 | 6.97% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 438,563 | 22,195 | 0.34% | 0.4% | 131 | +45,255 | 11.51% | Q1 2026 | May 15, 2026 |
| WJ Wealth Management, LLC | History | Added to | 435,278 | 22,029 | 10.32% | 8.02% | 132 | +72,978 | 20.14% | Q1 2026 | Apr 28, 2026 |
| Souders Financial Advisors | History | Added to | 426,724 | 21,596 | 2.46% | 2.43% | 133 | +7,904 | 1.89% | Q1 2026 | May 04, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 424,174 | 21,467 | 0.69% | 0.7% | 134 | -12,112 | -2.78% | Q1 2026 | Apr 30, 2026 |
| Thomasville National Bank | History | No change | 424,130 | 21,456 | 1.33% | 1.33% | 135 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 416,201 | 21,063 | 1.54% | 1.51% | 136 | -5,383 | -1.28% | Q1 2026 | May 05, 2026 |
| Mainstream Capital Management LLC | History | Added to | 412,339 | 20,868 | 14.0% | 13.57% | 137 | +2,486 | 0.61% | Q1 2026 | Apr 17, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 403,114 | 20,401 | 1.38% | 1.31% | 138 | +30,833 | 8.28% | Q1 2026 | Apr 29, 2026 |
| White Wing Wealth Management | History | Added to | 401,808 | 20,335 | 12.2% | 12.11% | 139 | +726 | 0.18% | Q1 2026 | Apr 13, 2026 |
| Compass Financial Services Inc | History | Reduced | 399,647 | 20,226 | 8.76% | 9.7% | 140 | -45,208 | -10.16% | Q1 2026 | May 01, 2026 |
| IMZ Advisory Inc | History | Reduced | 398,526 | 20,169 | 7.63% | 7.39% | 141 | -494 | -0.12% | Q1 2026 | Apr 08, 2026 |
| CEERA INVESTMENTS, LLC | History | Added to | 395,152 | 19,998 | 8.77% | 4.72% | 142 | +153,749 | 63.69% | Q1 2026 | May 06, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 393,352 | 19,907 | 14.54% | 14.23% | 143 | -929 | -0.24% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 387,770 | 19,625 | 0.03% | 0.04% | 144 | -103,937 | -21.14% | Q1 2026 | May 14, 2026 |
| Beacon Bank & Trust | History | Reduced | 387,779 | 19,625 | 4.02% | 4.3% | 145 | -31,387 | -7.49% | Q1 2026 | Apr 28, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 385,564 | 19,513 | 4.03% | 4.67% | 146 | -44,655 | -10.38% | Q1 2026 | Apr 30, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 380,492 | 19,256 | 1.21% | 1.43% | 147 | -47,304 | -11.06% | Q1 2026 | Apr 27, 2026 |
| Legacy CG, LLC | History | Added to | 379,800 | 19,221 | 5.34% | 4.37% | 148 | +70,957 | 22.98% | Q1 2026 | May 05, 2026 |
| Savant Capital, LLC | History | Added to | 379,636 | 19,213 | 0.09% | 0.03% | 149 | +266,523 | 235.63% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 378,570 | 19,151 | 0.08% | 0.08% | 150 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cooper Financial Group | History | Reduced | 367,853 | 18,617 | 1.88% | 2.06% | 151 | -15,715 | -4.1% | Q1 2026 | Apr 07, 2026 |
| Legacy Wealth Advisors, LLC | History | Reduced | 367,719 | 18,610 | 9.5% | 14.23% | 152 | -58,431 | -13.71% | Q1 2026 | May 06, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 365,832 | 18,514 | 2.08% | 1.78% | 153 | +26,291 | 7.74% | Q1 2026 | Apr 15, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 365,353 | 18,490 | 4.85% | 4.21% | 154 | +57,042 | 18.5% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 362,467 | 18,344 | 0.38% | 0.44% | 155 | -29,329 | -7.49% | Q1 2026 | Apr 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 362,063 | 18,324 | 0.27% | 0.34% | 156 | -80,858 | -18.26% | Q1 2026 | Apr 09, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 361,601 | 18,300 | 2.02% | 1.89% | 157 | +28,215 | 8.46% | Q1 2026 | May 11, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 361,238 | 18,282 | 7.2% | 7.66% | 158 | -14,520 | -3.86% | Q1 2026 | Apr 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 358,743 | 18,155 | 0.67% | 0.63% | 159 | +18,395 | 5.4% | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | Added to | 358,690 | 18,153 | 1.02% | 0.89% | 160 | +48,813 | 15.75% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 354,304 | 17,934 | 0.14% | 0.12% | 161 | +48,639 | 15.91% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 352,078 | 17,818 | 0.02% | 0.02% | 162 | +38,500 | 12.28% | Q1 2026 | Apr 27, 2026 |
| LANE BROTHERS & CO INC | History | Added to | 351,003 | 17,764 | 12.95% | 12.15% | 163 | +19,097 | 5.75% | Q1 2026 | May 05, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 349,703 | 17,698 | 1.57% | 1.01% | 164 | +132,005 | 60.64% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Added to | 347,717 | 17,598 | 0.28% | 0.16% | 165 | +151,251 | 76.99% | Q1 2026 | Apr 14, 2026 |
| VCI Wealth Management LLC | History | Added to | 345,750 | 17,498 | 4.85% | 4.32% | 166 | +38,489 | 12.53% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 344,966 | 17,400 | 0.16% | 0.08% | 167 | +197,401 | 133.77% | Q1 2026 | Apr 07, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 341,729 | 17,294 | 2.74% | 3.21% | 168 | -1,656 | -0.48% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 335,836 | 16,996 | 0.17% | 0.18% | 169 | -23,235 | -6.47% | Q1 2026 | May 08, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 332,006 | 16,802 | 2.09% | 2.08% | 170 | +3,493 | 1.06% | Q1 2026 | May 04, 2026 |
| Verum Partners LLC | History | Added to | 330,356 | 16,719 | 3.18% | 3.17% | 171 | +19,101 | 6.14% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 329,687 | 16,685 | 0.93% | 0.92% | 172 | +7,862 | 2.44% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 324,991 | 16,447 | 0.02% | 0.04% | 173 | -5,073 | -1.54% | Q1 2026 | May 15, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 322,375 | 16,315 | 3.98% | 3.87% | 174 | +12,107 | 3.9% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 321,446 | 16,268 | 0.07% | 0.07% | 175 | -6,595 | -2.01% | Q1 2026 | May 14, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 313,764 | 15,879 | 2.35% | 1.97% | 176 | +45,845 | 17.11% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 312,515 | 15,816 | 0.35% | 0.37% | 177 | -11,394 | -3.52% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 308,914 | 15,634 | 0.25% | 0.25% | 178 | +25,061 | 8.83% | Q1 2026 | Apr 22, 2026 |
| KWMG, LLC | History | Added to | 308,822 | 15,629 | 1.3% | 1.28% | 179 | +14,964 | 5.09% | Q1 2026 | Apr 09, 2026 |
| Allen Capital Group, LLC | History | No change | 308,587 | 15,611 | 1.43% | 1.43% | 180 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Neuberger Berman Group LLC | History | Added to | 305,877 | 15,480 | 0.01% | 0.01% | 181 | +151,047 | 97.56% | Q1 2026 | May 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 305,065 | 15,439 | 3.22% | 3.04% | 182 | +32,662 | 11.99% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 300,950 | 15,231 | 0.06% | 0.05% | 183 | +47,398 | 18.69% | Q1 2026 | May 13, 2026 |
| Causey Wealth LLC | History | Added to | 299,116 | 15,138 | 6.43% | 5.27% | 184 | +85,561 | 40.07% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 295,716 | 14,966 | 0.21% | 0.22% | 185 | -13,972 | -4.51% | Q1 2026 | Apr 08, 2026 |
| Ruggaard & Associates LLC | History | No change | 288,921 | 14,616 | 5.75% | 5.75% | 186 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 287,134 | 14,531 | 0.49% | 0.52% | 187 | -8,755 | -2.96% | Q1 2026 | May 14, 2026 |
| IronBridge Private Wealth, LLC | History | Added to | 286,919 | 14,520 | 4.68% | 4.59% | 188 | +1,125 | 0.39% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 286,738 | 14,511 | 0.19% | 0.14% | 189 | +85,478 | 42.47% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 284,018 | 14,374 | 0.28% | 0.29% | 190 | -22,460 | -7.33% | Q1 2026 | May 12, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 284,014 | 14,373 | 0.09% | 0.04% | 191 | +152,343 | 115.7% | Q1 2026 | May 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 283,399 | 14,342 | 6.64% | 4.49% | 192 | +91,276 | 47.51% | Q1 2026 | May 05, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 276,178 | 13,977 | 1.96% | 1.86% | 193 | +7,976 | 2.97% | Q1 2026 | May 13, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 275,333 | 13,934 | 2.78% | 2.54% | 194 | +34,541 | 14.34% | Q1 2026 | Apr 09, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 272,925 | 13,812 | 0.73% | 1.29% | 195 | -187,787 | -40.76% | Q1 2026 | Apr 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 271,640 | 13,747 | 0.63% | 0.61% | 196 | -5,882 | -2.12% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Added to | 270,158 | 13,672 | 0.16% | 0.14% | 197 | +21,879 | 8.81% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Added to | 268,412 | 13,584 | 1.22% | 1.2% | 198 | +1,657 | 0.62% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 267,115 | 13,518 | 0.0% | — | 199 | +267,115 | New | Q1 2026 | May 15, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 265,661 | 13,445 | 12.32% | 11.52% | 200 | +20,672 | 8.44% | Q1 2026 | May 05, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 265,538 | 13,438 | 4.83% | 0.73% | 201 | +225,485 | 562.97% | Q1 2026 | May 06, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 265,425 | 13,433 | 0.73% | 0.4% | 202 | +127,642 | 92.64% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 265,194 | 13,421 | 0.64% | 0.6% | 203 | +6,736 | 2.61% | Q1 2026 | May 18, 2026 |
| NavPoint Financial, Inc. | History | Added to | 264,941 | 13,408 | 5.42% | 5.49% | 204 | +10,972 | 4.32% | Q1 2026 | Apr 24, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 261,146 | 13,216 | 8.97% | 9.74% | 205 | -32,158 | -10.96% | Q1 2026 | May 07, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 260,513 | 13,184 | 5.47% | 4.98% | 206 | +18,117 | 7.47% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 258,132 | 13,064 | 0.42% | 0.01% | 207 | +250,510 | 3286.67% | Q1 2026 | May 15, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 256,712 | 12,992 | 1.6% | 1.82% | 208 | -27,274 | -9.6% | Q1 2026 | May 08, 2026 |
| Heritage Financial Services, LLC | History | No change | 255,596 | 12,930 | 1.08% | 1.08% | 209 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| REDW Wealth LLC | History | Reduced | 254,253 | 12,867 | 5.13% | 5.16% | 210 | -13,291 | -4.97% | Q1 2026 | May 07, 2026 |
| Aspen Wealth Management LLC | History | Added to | 254,224 | 12,866 | 2.57% | 2.31% | 211 | +36,566 | 16.8% | Q1 2026 | Apr 01, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 253,615 | 12,835 | 4.04% | 3.96% | 212 | +12,945 | 5.38% | Q1 2026 | May 08, 2026 |
| Massachusetts Wealth Management | History | Added to | 252,285 | 12,768 | 5.53% | 5.09% | 213 | +36,130 | 16.71% | Q1 2026 | Apr 15, 2026 |
| RAHLFS CAPITAL, LLC | History | Added to | 251,930 | 12,750 | 9.37% | 8.53% | 214 | +34,925 | 16.09% | Q1 2026 | May 11, 2026 |
| Wellington Grp LLC | History | Added to | 251,614 | 12,734 | 3.92% | 3.87% | 215 | +21,937 | 9.55% | Q1 2026 | May 22, 2026 |
| Independent Wealth Network Inc. | History | Added to | 249,917 | 12,648 | 3.76% | 3.07% | 216 | +51,511 | 25.96% | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 247,391 | 12,520 | 0.08% | 0.12% | 217 | -130,131 | -34.47% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 247,091 | 12,504 | 0.23% | 0.23% | 218 | +11,475 | 4.87% | Q1 2026 | May 11, 2026 |
| Paragon Advisors, LLC | History | Added to | 246,546 | 12,477 | 3.36% | 0.24% | 219 | +229,287 | 1328.51% | Q1 2026 | May 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 243,018 | 12,294 | 0.22% | 0.38% | 220 | +82,761 | 51.64% | Q1 2026 | May 01, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 242,641 | 12,280 | 2.01% | 1.25% | 221 | +83,823 | 52.78% | Q1 2026 | Apr 24, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 241,386 | 12,216 | 2.4% | — | 222 | +241,386 | New | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 239,812 | 12,136 | 0.47% | 0.47% | 223 | +156,156 | 186.66% | Q1 2026 | May 15, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 239,599 | 12,126 | 5.58% | 4.11% | 224 | +61,298 | 34.38% | Q1 2026 | Apr 22, 2026 |
| BFSG, LLC | History | Added to | 238,673 | 12,079 | 1.14% | 1.14% | 225 | +6,096 | 2.62% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 236,196 | 11,953 | 0.4% | 0.3% | 226 | -16,270 | -6.44% | Q1 2026 | Apr 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 235,144 | 11,900 | 0.55% | 0.64% | 227 | -41,159 | -14.9% | Q1 2026 | Apr 29, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 234,932 | 11,889 | 4.67% | 4.54% | 228 | +8,150 | 3.59% | Q1 2026 | Apr 08, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Added to | 232,936 | 11,788 | 3.9% | 3.45% | 229 | +35,492 | 17.98% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 232,833 | 11,783 | 0.12% | 0.09% | 230 | +39,241 | 20.27% | Q1 2026 | May 14, 2026 |
| Taylor Securities Services, Inc. | History | Reduced | 232,500 | 11,766 | 5.49% | 6.1% | 231 | -31,819 | -12.04% | Q1 2026 | May 14, 2026 |
| Kendall Capital Management | History | Added to | 230,873 | 11,684 | 2.39% | 2.32% | 232 | +11,515 | 5.25% | Q1 2026 | Apr 24, 2026 |
| Stewardship Advisors, LLC | History | Added to | 229,684 | 11,624 | 2.67% | 1.97% | 233 | +61,075 | 36.22% | Q1 2026 | Apr 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 230,004 | 11,619 | 0.37% | 0.47% | 234 | -43,493 | -15.9% | Q1 2026 | Apr 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 229,316 | 11,605 | 0.25% | 0.28% | 235 | -26,618 | -10.4% | Q1 2026 | May 01, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 228,084 | 11,543 | 1.22% | 1.19% | 236 | +10,990 | 5.06% | Q1 2026 | May 04, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 227,860 | 11,532 | 4.01% | 3.87% | 237 | +2,787 | 1.24% | Q1 2026 | Apr 21, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Added to | 227,539 | 11,515 | 7.73% | 7.79% | 238 | +9,479 | 4.35% | Q1 2026 | Apr 27, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 227,000 | 11,488 | 0.27% | 1.51% | 239 | -1,121,757 | -83.17% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 224,513 | 11,362 | 0.08% | 0.09% | 240 | +11,428 | 5.36% | Q1 2026 | Apr 15, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 223,357 | 11,304 | 4.41% | 4.15% | 241 | +7,702 | 3.57% | Q1 2026 | Apr 29, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | New | 222,751 | 11,273 | 4.26% | — | 242 | +222,751 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 222,578 | 11,264 | 0.0% | — | 243 | +222,578 | New | Q1 2026 | May 15, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 222,282 | 11,249 | 1.62% | 0.97% | 244 | +84,682 | 61.54% | Q1 2026 | May 07, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 220,751 | 11,172 | 0.5% | 0.58% | 245 | -35,144 | -13.73% | Q1 2026 | May 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 220,612 | 11,165 | 1.26% | 1.03% | 246 | +45,959 | 26.31% | Q1 2026 | Apr 07, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 219,764 | 11,122 | 5.5% | 6.58% | 247 | -33,114 | -13.09% | Q1 2026 | Apr 16, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 217,084 | 10,986 | 2.02% | 2.22% | 248 | -8,462 | -3.75% | Q1 2026 | May 04, 2026 |
| Perennial Advisors, LLC | History | Added to | 217,043 | 10,984 | 1.87% | 1.7% | 249 | +16,168 | 8.05% | Q1 2026 | Apr 13, 2026 |
| Invst, LLC | History | Added to | 216,586 | 10,961 | 1.24% | 1.02% | 250 | +30,501 | 16.39% | Q1 2026 | May 13, 2026 |
| American Financial Advisors, LLC | History | Added to | 213,543 | 10,807 | 1.44% | 1.24% | 251 | +24,305 | 12.84% | Q1 2026 | May 13, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 210,568 | 10,656 | 3.39% | 6.69% | 252 | -145,796 | -40.91% | Q1 2026 | Apr 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 210,354 | 10,646 | 0.12% | 0.15% | 253 | -36,203 | -14.68% | Q1 2026 | May 08, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 206,827 | 10,467 | 2.19% | 3.77% | 254 | -124,852 | -37.64% | Q1 2026 | May 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 206,566 | 10,454 | 0.33% | 0.3% | 255 | +17,957 | 9.52% | Q1 2026 | May 11, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 204,327 | 10,340 | 1.33% | 1.28% | 256 | +19,330 | 10.45% | Q1 2026 | Apr 27, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 201,987 | 10,222 | 2.87% | 2.63% | 257 | +14,455 | 7.71% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 201,773 | 10,211 | 0.04% | 0.05% | 258 | -28,112 | -12.23% | Q1 2026 | May 15, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 201,340 | 10,189 | 0.96% | 0.93% | 259 | +8,620 | 4.47% | Q1 2026 | May 04, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 201,174 | 10,181 | 3.58% | 2.05% | 260 | +3,486 | 1.76% | Q1 2026 | May 13, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 200,245 | 10,134 | 5.54% | 5.62% | 261 | -3,890 | -1.91% | Q1 2026 | Apr 21, 2026 |
| Prosperitas Financial LLC | History | Added to | 197,726 | 10,006 | 3.73% | 0.73% | 262 | +160,680 | 433.73% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 197,454 | 9,993 | 0.71% | 0.7% | 263 | +4,580 | 2.37% | Q1 2026 | May 15, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 195,754 | 9,885 | 2.0% | 2.78% | 264 | -52,696 | -21.21% | Q1 2026 | Apr 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 193,368 | 9,786 | 1.06% | 1.23% | 265 | -25,550 | -11.67% | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 191,079 | 9,670 | 0.18% | 0.16% | 266 | +15,541 | 8.85% | Q1 2026 | Apr 10, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 190,301 | 9,631 | 8.38% | 8.38% | 267 | +3,759 | 2.02% | Q1 2026 | Apr 28, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 188,311 | 9,530 | 2.64% | 2.3% | 268 | +44,499 | 30.94% | Q1 2026 | Apr 09, 2026 |
| Syverson Strege & Co | History | Added to | 185,965 | 9,411 | 2.26% | 2.1% | 269 | +10,558 | 6.02% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 184,097 | 9,317 | 0.05% | 0.03% | 270 | +110,043 | 148.6% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 183,920 | 9,308 | 0.36% | 0.34% | 271 | +2,462 | 1.36% | Q1 2026 | May 12, 2026 |
| Financial Enhancement Group LLC | History | Added to | 181,797 | 9,191 | 1.14% | 1.14% | 272 | +8,373 | 4.83% | Q1 2026 | Apr 20, 2026 |
| CHOREO, LLC | History | Added to | 179,828 | 9,101 | 0.11% | 0.12% | 273 | +278 | 0.15% | Q1 2026 | May 12, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 179,802 | 9,096 | 1.2% | 1.05% | 274 | +26,411 | 17.22% | Q1 2026 | Apr 30, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 178,486 | 9,033 | 6.08% | 6.18% | 275 | +358 | 0.2% | Q1 2026 | May 07, 2026 |
| Apella Capital, LLC | History | Added to | 178,320 | 9,015 | 0.13% | 0.05% | 276 | +123,776 | 226.93% | Q1 2026 | Apr 20, 2026 |
| Hudock, Inc. | History | Reduced | 176,744 | 8,945 | 1.32% | 1.8% | 277 | -65,112 | -26.92% | Q1 2026 | May 13, 2026 |
| Rockingstone Advisors LLC | History | Added to | 176,552 | 8,935 | 4.1% | 3.94% | 278 | +5,482 | 3.2% | Q1 2026 | Apr 09, 2026 |
| Hardworking Capital Advisors, LLC | History | Reduced | 175,740 | 8,894 | 8.32% | 8.52% | 279 | -9,709 | -5.24% | Q1 2026 | May 08, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 174,962 | 8,854 | 5.09% | 3.77% | 280 | +42,857 | 32.44% | Q1 2026 | May 01, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 174,308 | 8,821 | 0.52% | 0.45% | 281 | +22,454 | 14.79% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 174,071 | 8,809 | 0.73% | 0.7% | 282 | +2,555 | 1.49% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Added to | 173,857 | 8,798 | 0.1% | 0.08% | 283 | +36,941 | 26.98% | Q1 2026 | May 05, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 172,257 | 8,717 | 3.42% | 3.16% | 284 | +11,470 | 7.13% | Q1 2026 | May 12, 2026 |
| Cottage Street Advisors LLC | History | Added to | 171,808 | 8,695 | 3.76% | 2.78% | 285 | +41,926 | 32.28% | Q1 2026 | Apr 20, 2026 |
| O'Connor Financial Group LLC | History | Added to | 171,589 | 8,684 | 3.55% | 2.87% | 286 | +29,617 | 20.86% | Q1 2026 | Apr 23, 2026 |
| Wills Financial Group LLC | History | Added to | 171,644 | 8,671 | 3.27% | 3.28% | 287 | +2,166 | 1.28% | Q1 2026 | May 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 170,470 | 8,627 | 2.86% | 2.7% | 288 | +9,917 | 6.18% | Q1 2026 | Apr 09, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 170,261 | 8,616 | 8.94% | 8.39% | 289 | -9,422 | -5.24% | Q1 2026 | May 15, 2026 |
| Alexis Investment Partners, LLC | History | Reduced | 169,467 | 8,569 | 5.9% | 3.49% | 290 | -15,858 | -8.56% | Q1 2026 | Apr 24, 2026 |
| Ascension Capital Advisors, Inc. | History | Reduced | 168,970 | 8,551 | 2.69% | 2.97% | 291 | -2,402 | -1.4% | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | Added to | 168,353 | 8,520 | 0.55% | 0.47% | 292 | +26,101 | 18.35% | Q1 2026 | May 13, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 167,656 | 8,485 | 1.25% | 0.67% | 293 | +95,822 | 133.39% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 167,306 | 8,467 | 4.6% | 4.37% | 294 | +4,904 | 3.02% | Q1 2026 | Apr 23, 2026 |
| Helium Advisors LLC | History | Reduced | 166,111 | 8,406 | 8.0% | 8.73% | 295 | -4,208 | -2.47% | Q1 2026 | May 05, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 163,353 | 8,267 | 1.6% | 1.63% | 296 | -3,518 | -2.11% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 163,260 | 8,262 | 0.3% | 0.29% | 297 | +10,708 | 7.02% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 159,152 | 8,054 | 0.49% | 0.41% | 298 | -7,255 | -4.36% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | Added to | 158,477 | 8,020 | 0.88% | 1.13% | 299 | +26,442 | 20.03% | Q1 2026 | May 07, 2026 |
| Rothschild Wealth LLC | History | Added to | 157,732 | 7,982 | 0.72% | 0.19% | 300 | +118,636 | 303.45% | Q1 2026 | May 06, 2026 |
| Enclave Advisors LLC | History | Reduced | 157,708 | 7,981 | 1.09% | 1.33% | 301 | -27,438 | -14.82% | Q1 2026 | Apr 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 157,264 | 7,959 | 0.19% | 0.21% | 302 | -9,012 | -5.42% | Q1 2026 | May 11, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 157,238 | 7,957 | 0.99% | 0.88% | 303 | +23,669 | 17.72% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 156,828 | 7,937 | 0.09% | 0.08% | 304 | +13,016 | 9.05% | Q1 2026 | Apr 20, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 156,719 | 7,931 | 1.15% | 1.12% | 305 | +1,100 | 0.71% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 155,580 | 7,873 | 0.0% | 0.0% | 306 | +66,632 | 74.91% | Q1 2026 | May 15, 2026 |
| 5th Street Advisors, LLC | History | Added to | 154,325 | 7,810 | 3.36% | 3.49% | 307 | +6,417 | 4.34% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | Added to | 154,212 | 7,803 | 0.61% | 0.66% | 308 | +1,933 | 1.27% | Q1 2026 | May 01, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 153,572 | 7,772 | 1.54% | 1.61% | 309 | +2,563 | 1.7% | Q1 2026 | Apr 14, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 153,012 | 7,744 | 1.52% | 1.33% | 310 | +41,461 | 37.17% | Q1 2026 | Apr 28, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 152,150 | 7,700 | 2.68% | 2.85% | 311 | -11,941 | -7.28% | Q1 2026 | May 01, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 151,766 | 7,680 | 3.86% | 3.2% | 312 | +22,223 | 17.15% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 151,261 | 7,655 | 0.04% | 0.04% | 313 | +10,638 | 7.56% | Q1 2026 | May 05, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 150,277 | 7,605 | 0.87% | 0.82% | 314 | +10,618 | 7.6% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 150,091 | 7,596 | 0.04% | 0.04% | 315 | -8,507 | -5.36% | Q1 2026 | Apr 30, 2026 |
| Financially Speaking Inc | History | Added to | 149,073 | 7,544 | 36.63% | 4.32% | 316 | +17,183 | 13.03% | Q1 2026 | Apr 07, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 147,998 | 7,490 | 1.69% | 1.46% | 317 | +23,795 | 19.16% | Q1 2026 | Apr 27, 2026 |
| WT Wealth Management | History | Added to | 147,526 | 7,466 | 2.22% | 2.06% | 318 | +5,853 | 4.13% | Q1 2026 | Apr 21, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 147,437 | 7,461 | 1.97% | 1.81% | 319 | +10,197 | 7.43% | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 147,348 | 7,457 | 0.17% | 0.18% | 320 | -874 | -0.59% | Q1 2026 | May 04, 2026 |
| Ackerman Asset Management, LLC | History | Added to | 145,564 | 7,366 | 5.14% | 4.9% | 321 | +57 | 0.04% | Q1 2026 | Apr 21, 2026 |
| Advisory Alpha, LLC | History | Reduced | 143,988 | 7,287 | 0.2% | 0.22% | 322 | -17,001 | -10.56% | Q1 2026 | May 14, 2026 |
| Three Seasons Wealth, LLC | History | New | 143,518 | 7,263 | 2.77% | — | 323 | +143,518 | New | Q1 2026 | May 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 141,959 | 7,184 | 1.5% | 1.24% | 324 | +31,850 | 28.93% | Q1 2026 | Apr 15, 2026 |
| Sharper & Granite LLC | History | Added to | 141,264 | 7,149 | 2.44% | 2.28% | 325 | +13,522 | 10.59% | Q1 2026 | Apr 08, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 141,079 | 7,140 | 0.64% | 0.49% | 326 | -23,117 | -14.08% | Q1 2026 | May 14, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 139,978 | 7,084 | 1.96% | 2.47% | 327 | -43,039 | -23.52% | Q1 2026 | May 12, 2026 |
| CRA Financial Services, LLC | History | Added to | 139,601 | 7,065 | 0.92% | 0.85% | 328 | +11,646 | 9.1% | Q1 2026 | Apr 09, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 138,998 | 7,034 | 2.79% | 2.83% | 329 | +1,799 | 1.31% | Q1 2026 | May 01, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 137,888 | 6,978 | 1.27% | 1.08% | 330 | +16,431 | 13.53% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 136,405 | 6,903 | 0.09% | 0.13% | 331 | -68,498 | -33.43% | Q1 2026 | Apr 20, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 135,693 | 6,867 | 2.39% | 2.61% | 332 | -6,980 | -4.89% | Q1 2026 | Apr 30, 2026 |
| Eagle Strategies LLC | History | Added to | 132,869 | 6,724 | 0.8% | 0.83% | 333 | +4,605 | 3.59% | Q1 2026 | Apr 20, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 131,890 | 6,674 | 3.97% | 4.47% | 334 | -13,766 | -9.45% | Q1 2026 | Apr 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 130,579 | 6,608 | 0.4% | 0.45% | 335 | -9,667 | -6.89% | Q1 2026 | Apr 13, 2026 |
| RVW Wealth, LLC | History | New | 129,372 | 6,547 | 0.51% | — | 336 | +129,372 | New | Q1 2026 | Apr 08, 2026 |
| One Capital Management, LLC | History | Added to | 128,942 | 6,525 | 0.18% | 0.19% | 337 | +4,780 | 3.85% | Q1 2026 | May 12, 2026 |
| Security National Bank | History | Added to | 128,315 | 6,494 | 0.95% | 0.86% | 338 | +9,705 | 8.18% | Q1 2026 | Apr 16, 2026 |
| 5T Wealth, LLC | History | Added to | 127,710 | 6,463 | 2.55% | 2.44% | 339 | +7,037 | 5.83% | Q1 2026 | Apr 13, 2026 |
| CITIGROUP INC | History | Reduced | 127,127 | 6,433 | 0.0% | 0.0% | 340 | -23,389 | -15.54% | Q1 2026 | May 11, 2026 |
| Woodside Wealth Management LLC | History | Added to | 126,955 | 6,425 | 5.02% | 3.25% | 341 | +40,870 | 47.48% | Q1 2026 | Apr 13, 2026 |
| Firestone Capital Management | History | Added to | 126,077 | 6,380 | 1.33% | 0.58% | 342 | +72,326 | 134.56% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 125,627 | 6,357 | 0.0% | 0.0% | 343 | -33,097 | -20.85% | Q1 2026 | May 05, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 125,577 | 6,355 | 3.19% | 1.96% | 344 | +46,925 | 59.66% | Q1 2026 | May 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 125,025 | 6,327 | 3.21% | 2.08% | 345 | +48,334 | 63.02% | Q1 2026 | May 15, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 124,662 | 6,306 | 0.47% | 0.47% | 346 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 124,192 | 6,285 | 0.51% | 0.65% | 347 | -27,353 | -18.05% | Q1 2026 | Apr 13, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 122,715 | 6,210 | 4.17% | 4.14% | 348 | +4,822 | 4.09% | Q1 2026 | Apr 14, 2026 |
| Triumph Capital Management | History | Reduced | 122,409 | 6,195 | 1.26% | 1.61% | 349 | -24,955 | -16.93% | Q1 2026 | May 13, 2026 |
| LeClair Wealth Partners LLC | History | New | 122,289 | 6,189 | 2.14% | — | 351 | +122,289 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Reduced | 122,289 | 6,189 | 2.14% | 2.58% | 350 | -19,697 | -13.87% | Q1 2026 | May 05, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 119,932 | 6,072 | 1.92% | 1.54% | 352 | -44,648 | -27.13% | Q1 2026 | Apr 23, 2026 |
| Cynosure Group, LLC | History | Reduced | 119,235 | 6,034 | 0.75% | 0.66% | 353 | -9,694 | -7.52% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 119,287 | 6,032 | 0.38% | 0.44% | 354 | -69,225 | -36.72% | Q1 2026 | Apr 24, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 119,055 | 6,025 | 0.19% | 0.06% | 355 | +84,535 | 244.89% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 118,809 | 6,012 | 0.03% | 0.03% | 356 | +21,555 | 22.16% | Q1 2026 | May 08, 2026 |
| Sun Financial Inc | History | Added to | 118,940 | 6,007 | 3.01% | 2.37% | 357 | +34,818 | 41.39% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 118,642 | 6,004 | 0.23% | 0.36% | 358 | -78,870 | -39.93% | Q1 2026 | May 11, 2026 |
| Sherman Wealth Management LLC | History | Added to | 117,357 | 5,939 | 5.1% | 4.41% | 359 | +16,926 | 16.85% | Q1 2026 | Apr 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 117,087 | 5,925 | 0.03% | 0.02% | 360 | +31,457 | 36.74% | Q1 2026 | Apr 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 117,025 | 5,922 | 0.56% | 0.51% | 361 | +9,686 | 9.02% | Q1 2026 | Apr 17, 2026 |
| BOS Asset Management, LLC | History | Added to | 116,690 | 5,905 | 1.51% | 1.55% | 362 | +2,545 | 2.23% | Q1 2026 | Apr 08, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 116,512 | 5,896 | 3.51% | 2.47% | 363 | +45,087 | 63.12% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 115,862 | 5,857 | 0.13% | 0.14% | 364 | +1,730 | 1.52% | Q1 2026 | May 04, 2026 |
| NFSG Corp | History | Added to | 115,523 | 5,846 | 0.96% | 0.62% | 365 | +36,108 | 45.47% | Q1 2026 | May 05, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 115,160 | 5,828 | 1.45% | 1.29% | 366 | +12,659 | 12.35% | Q1 2026 | Apr 28, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 114,503 | 5,794 | 4.41% | 4.16% | 367 | +1,900 | 1.69% | Q1 2026 | Apr 30, 2026 |
| HUB Investment Partners, LLC | History | Added to | 113,742 | 5,756 | 0.14% | 0.13% | 368 | +15,920 | 16.27% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 112,724 | 5,704 | 0.32% | 0.11% | 369 | +72,304 | 178.88% | Q1 2026 | Apr 30, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 111,957 | 5,651 | 2.15% | 2.39% | 370 | -7,070 | -5.94% | Q1 2026 | Apr 15, 2026 |
| Parkside Investments, LLC | History | Reduced | 110,714 | 5,603 | 0.68% | 1.66% | 371 | -149,712 | -57.49% | Q1 2026 | Apr 08, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 110,645 | 5,599 | 4.49% | 3.89% | 372 | +20,753 | 23.09% | Q1 2026 | May 01, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 110,619 | 5,596 | 0.86% | 0.87% | 373 | -7,914 | -6.68% | Q1 2026 | Apr 22, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 109,507 | 5,542 | 4.36% | 3.44% | 374 | +27,412 | 33.39% | Q1 2026 | May 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 109,284 | 5,530 | 0.02% | — | 375 | +109,284 | New | Q1 2026 | May 15, 2026 |
| First Citizens Financial Corp | History | Added to | 108,551 | 5,493 | 2.59% | 1.14% | 376 | +62,849 | 137.52% | Q1 2026 | Apr 07, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 107,959 | 5,463 | 1.71% | 1.59% | 377 | +5,695 | 5.57% | Q1 2026 | May 19, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 107,709 | 5,451 | 0.24% | 0.22% | 378 | +5,955 | 5.85% | Q1 2026 | May 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 107,011 | 5,404 | 4.3% | 4.57% | 379 | -313 | -0.29% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 106,744 | 5,402 | 0.2% | 0.16% | 380 | +38,262 | 55.87% | Q1 2026 | May 19, 2026 |
| Trademark Financial Management, LLC | History | Added to | 106,230 | 5,376 | 2.63% | 2.58% | 381 | +13,712 | 14.82% | Q1 2026 | Apr 27, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 105,229 | 5,325 | 1.2% | 1.44% | 382 | -15,821 | -13.07% | Q1 2026 | Apr 22, 2026 |
| Intesa Sanpaolo Wealth Management | History | Reduced | 105,210 | 5,324 | 1.3% | 1.51% | 383 | -39,240 | -27.17% | Q1 2026 | May 15, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 104,678 | 5,297 | 1.75% | 1.59% | 384 | +12,161 | 13.14% | Q1 2026 | Apr 17, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 104,256 | 5,276 | 1.37% | 1.45% | 385 | -7,073 | -6.35% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 103,791 | 5,252 | 0.06% | 0.1% | 386 | -30,264 | -22.58% | Q1 2026 | Apr 23, 2026 |
| Cravens & Co Advisors, LLC | History | Reduced | 103,605 | 5,243 | 3.41% | 3.46% | 387 | -790 | -0.76% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 102,855 | 5,203 | 0.09% | 0.09% | 388 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WNY Asset Management, LLC | History | New | 102,401 | 5,182 | 0.54% | — | 389 | +102,401 | New | Q1 2026 | May 22, 2026 |
| Brookstone Capital Management | History | Added to | 101,855 | 5,154 | 0.06% | 0.04% | 390 | +29,521 | 40.81% | Q1 2026 | Apr 16, 2026 |
| WMS Group LLC | History | No change | 101,231 | 5,123 | 7.45% | 6.51% | 391 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Entelevest, LLC | History | Reduced | 100,275 | 5,074 | 5.07% | 5.17% | 392 | -1,627 | -1.6% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | Added to | 99,830 | 5,052 | 0.06% | 0.03% | 393 | +53,959 | 117.63% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | Reduced | 99,795 | 5,050 | 0.39% | 0.38% | 394 | -385 | -0.38% | Q1 2026 | May 12, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 99,225 | 5,021 | 2.14% | 4.13% | 395 | -100,605 | -50.35% | Q1 2026 | May 08, 2026 |
| CVS HEALTH Corp | History | No change | 98,500 | 4,985 | 2.35% | 3.68% | 396 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 97,857 | 4,952 | 0.31% | 0.29% | 397 | +6,638 | 7.28% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 97,735 | 4,946 | 0.07% | 0.07% | 398 | +4,770 | 5.13% | Q1 2026 | May 12, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 97,491 | 4,934 | 2.5% | 0.04% | 399 | +96,134 | 7084.3% | Q1 2026 | May 04, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 97,337 | 4,926 | 4.28% | 4.4% | 400 | -3,510 | -3.48% | Q1 2026 | May 07, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 96,555 | 4,884 | 0.72% | 0.73% | 401 | +7,621 | 8.57% | Q1 2026 | May 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 95,814 | 4,848 | 0.64% | 0.58% | 402 | +13,050 | 15.77% | Q1 2026 | Apr 28, 2026 |
| Worth Asset Management, LLC | History | Reduced | 94,767 | 4,796 | 1.79% | 2.43% | 403 | -18,357 | -16.23% | Q1 2026 | Apr 17, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 94,460 | 4,780 | 2.11% | 1.82% | 404 | +16,077 | 20.51% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 99,289 | 4,764 | 0.01% | 0.04% | 405 | -19,871 | -16.68% | Q1 2026 | May 12, 2026 |
| MBA Advisors LLC | History | Added to | 94,056 | 4,760 | 1.83% | 1.68% | 406 | +11,635 | 14.12% | Q1 2026 | Apr 20, 2026 |
| Newport Capital Group, LLC | History | Reduced | 93,779 | 4,746 | 2.89% | 3.07% | 407 | -5,421 | -5.46% | Q1 2026 | May 11, 2026 |
| North Forty Two & Co. | History | Reduced | 92,979 | 4,705 | 4.35% | 4.79% | 408 | -7,395 | -7.37% | Q1 2026 | Apr 21, 2026 |
| NORDEN GROUP LLC | History | Added to | 92,067 | 4,659 | 0.45% | 0.44% | 409 | +3,969 | 4.51% | Q1 2026 | Apr 15, 2026 |
| SlateStone Wealth, LLC | History | No change | 91,320 | 4,622 | 0.38% | 0.39% | 410 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vawter Financial, Ltd. | History | Added to | 91,108 | 4,610 | 1.94% | 1.75% | 411 | +9,255 | 11.31% | Q1 2026 | May 15, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 90,974 | 4,604 | 0.53% | 1.07% | 412 | -91,713 | -50.2% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Reduced | 89,942 | 4,551 | 0.09% | 0.1% | 413 | -6,134 | -6.38% | Q1 2026 | Apr 17, 2026 |
| Legacy Private Trust Co. | History | Reduced | 89,643 | 4,536 | 0.28% | 0.29% | 414 | -7,789 | -7.99% | Q1 2026 | Apr 07, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 89,297 | 4,519 | 0.36% | 0.38% | 416 | -7,898 | -8.13% | Q1 2026 | May 14, 2026 |
| Windsor Capital Management, LLC | History | Added to | 89,309 | 4,519 | 1.27% | 1.24% | 415 | +173 | 0.19% | Q1 2026 | Apr 10, 2026 |
| BayBridge Capital Group, LLC | History | No change | 89,045 | 4,504 | 2.79% | 2.79% | 417 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 88,858 | 4,497 | 1.89% | 1.97% | 418 | -256 | -0.29% | Q1 2026 | May 11, 2026 |
| Oxbow Advisors, LLC | History | Added to | 88,520 | 4,479 | 0.38% | 0.34% | 419 | +11,457 | 14.87% | Q1 2026 | Apr 27, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Added to | 88,178 | 4,462 | 0.76% | 0.63% | 420 | +12,566 | 16.62% | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 87,475 | 4,427 | 0.06% | 0.06% | 421 | +5,328 | 6.49% | Q1 2026 | May 13, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Added to | 87,224 | 4,414 | 2.29% | 2.22% | 422 | +6,200 | 7.65% | Q1 2026 | Apr 22, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 87,200 | 4,413 | 0.18% | 0.17% | 423 | +4,025 | 4.84% | Q1 2026 | Apr 13, 2026 |
| Gallacher Capital Management LLC | History | Added to | 87,071 | 4,406 | 1.69% | 1.66% | 424 | +2,208 | 2.6% | Q1 2026 | May 05, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 86,082 | 4,356 | 0.73% | 0.4% | 425 | +42,095 | 95.7% | Q1 2026 | Apr 30, 2026 |
| Apeiron RIA LLC | History | Added to | 85,752 | 4,339 | 1.01% | 0.88% | 426 | +38 | 0.04% | Q1 2026 | Apr 27, 2026 |
| Illumine Investment Management, LLC | History | Reduced | 85,449 | 4,324 | 3.32% | 3.2% | 427 | -1,294 | -1.49% | Q1 2026 | May 04, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 85,091 | 4,306 | 2.65% | 1.96% | 428 | +23,989 | 39.26% | Q1 2026 | Apr 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 85,034 | 4,303 | 0.52% | 0.65% | 429 | -16,172 | -15.98% | Q1 2026 | Apr 08, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 84,730 | 4,288 | 1.13% | 0.94% | 430 | +2,264 | 2.75% | Q1 2026 | May 11, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 84,586 | 4,280 | 0.22% | 0.25% | 431 | -9,379 | -9.98% | Q1 2026 | May 07, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 84,347 | 4,268 | 0.63% | 0.69% | 432 | -75,158 | -47.12% | Q1 2026 | Apr 24, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | Added to | 84,047 | 4,253 | 2.23% | 2.1% | 433 | +4,792 | 6.05% | Q1 2026 | Apr 21, 2026 |
| Fonville Wealth Management LLC | History | Added to | 83,979 | 4,250 | 0.81% | 0.4% | 434 | +45,545 | 118.5% | Q1 2026 | Apr 20, 2026 |
| Hayek Kallen Investment Management | History | New | 83,924 | 4,247 | 1.38% | — | 435 | +83,924 | New | Q1 2026 | May 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 83,071 | 4,204 | 0.92% | 0.56% | 436 | +32,841 | 65.38% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 82,938 | 4,197 | 0.16% | 0.06% | 437 | +50,498 | 155.67% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 82,943 | 4,183 | 0.29% | 0.31% | 438 | -7,356 | -8.15% | Q1 2026 | May 01, 2026 |
| Certified Advisory Corp | History | Added to | 82,442 | 4,172 | 0.37% | 0.34% | 439 | +8,784 | 11.93% | Q1 2026 | Apr 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 82,155 | 4,157 | 3.05% | 3.42% | 440 | -8,434 | -9.31% | Q1 2026 | Apr 02, 2026 |
| Invariant Investment Management | History | Reduced | 81,227 | 4,101 | 2.52% | 3.18% | 441 | -17,067 | -17.36% | Q1 2026 | Apr 13, 2026 |
| McCarthy Asset Management, Inc. | History | No change | 80,989 | 4,097 | 2.14% | 2.14% | 442 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 80,669 | 4,082 | 1.35% | 1.68% | 443 | -10,751 | -11.76% | Q1 2026 | May 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 79,920 | 4,044 | 0.52% | 0.27% | 444 | +32,945 | 70.13% | Q1 2026 | Apr 17, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 79,813 | 4,039 | 0.14% | 0.14% | 445 | -5,054 | -5.96% | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 79,190 | 4,007 | 0.12% | 0.11% | 446 | +1,471 | 1.89% | Q1 2026 | Apr 29, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 79,126 | 4,004 | 1.86% | 1.51% | 447 | +10,482 | 15.27% | Q1 2026 | May 04, 2026 |
| Directional Asset Management | History | Added to | 79,090 | 4,002 | 3.66% | 3.23% | 448 | +6,340 | 8.71% | Q1 2026 | Apr 27, 2026 |
| Continuum Advisory, LLC | History | Added to | 79,031 | 3,999 | 0.38% | 0.16% | 449 | +46,557 | 143.37% | Q1 2026 | Apr 22, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 78,680 | 3,981 | 0.72% | 1.15% | 450 | -42,172 | -34.9% | Q1 2026 | May 11, 2026 |
| Vienna Asset Management LLC | History | Reduced | 78,391 | 3,967 | 3.08% | 2.6% | 451 | -12,369 | -13.63% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 78,385 | 3,967 | 0.14% | 0.12% | 452 | +8,799 | 12.64% | Q1 2026 | Apr 14, 2026 |
| Brooklyn FI, LLC | History | Reduced | 78,225 | 3,958 | 0.83% | 0.9% | 453 | -4,777 | -5.76% | Q1 2026 | May 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 78,175 | 3,956 | 0.3% | 0.28% | 454 | +9,663 | 14.1% | Q1 2026 | Apr 22, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 77,504 | 3,922 | 0.41% | 0.47% | 455 | -11,475 | -12.9% | Q1 2026 | Apr 08, 2026 |
| Hixon Zuercher, LLC | History | Added to | 77,411 | 3,917 | 1.22% | 1.18% | 456 | +339 | 0.44% | Q1 2026 | Apr 20, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 77,140 | 3,904 | 0.24% | 0.24% | 457 | -925 | -1.18% | Q1 2026 | May 04, 2026 |
| Patten Group, Inc. | History | Reduced | 76,790 | 3,886 | 0.68% | 0.77% | 458 | -5,412 | -6.58% | Q1 2026 | Apr 24, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 76,531 | 3,873 | 0.31% | 0.35% | 459 | -16,992 | -18.17% | Q1 2026 | Apr 17, 2026 |
| Keystone Financial Services, LLC | History | Added to | 76,316 | 3,862 | 2.6% | 2.57% | 460 | +1,834 | 2.46% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 75,020 | 3,796 | 0.53% | 0.52% | 461 | +994 | 1.34% | Q1 2026 | Apr 30, 2026 |
| United Advisor Group, LLC | History | Reduced | 74,730 | 3,782 | 0.47% | 0.61% | 462 | -21,873 | -22.64% | Q1 2026 | Apr 17, 2026 |
| Herold Advisors, Inc. | History | Reduced | 74,506 | 3,770 | 0.83% | 0.94% | 463 | -8,589 | -10.34% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 74,447 | 3,767 | 0.07% | 0.07% | 464 | -104 | -0.14% | Q1 2026 | Apr 14, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 74,274 | 3,759 | 1.38% | 0.43% | 465 | +50,050 | 206.61% | Q1 2026 | May 04, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 74,161 | 3,753 | 0.41% | 0.51% | 466 | -33,027 | -30.81% | Q1 2026 | May 13, 2026 |
| GatePass Capital, LLC | History | Added to | 73,524 | 3,721 | 1.74% | 1.77% | 467 | +5,708 | 8.42% | Q1 2026 | May 06, 2026 |
| National Philanthropic Trust | History | New | 72,101 | 3,649 | 0.04% | — | 468 | +72,101 | New | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 71,426 | 3,614 | 0.45% | 0.27% | 469 | +43,710 | 157.71% | Q1 2026 | May 18, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 71,413 | 3,614 | 2.1% | 3.05% | 470 | -26,971 | -27.41% | Q1 2026 | Apr 24, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 71,331 | 3,610 | 2.72% | 2.74% | 471 | +4,500 | 6.73% | Q1 2026 | Apr 21, 2026 |
| OakTrust Wealth Advisors, LLC | History | Reduced | 71,313 | 3,609 | 3.29% | 5.07% | 472 | -37,389 | -34.4% | Q1 2026 | Apr 23, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 71,167 | 3,601 | 1.89% | 1.1% | 473 | -8,294 | -10.44% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 70,987 | 3,592 | 0.18% | 0.2% | 474 | -4,571 | -6.05% | Q1 2026 | Apr 23, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 70,913 | 3,588 | 2.13% | 2.17% | 475 | -1,116 | -1.55% | Q1 2026 | Apr 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 70,346 | 3,560 | 0.01% | 0.01% | 476 | -8,725 | -11.03% | Q1 2026 | May 14, 2026 |
| MidFirst Bank | History | Reduced | 69,897 | 3,537 | 0.29% | 0.3% | 477 | -3,904 | -5.29% | Q1 2026 | May 15, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 69,350 | 3,509 | 1.23% | 1.28% | 478 | +4,466 | 6.88% | Q1 2026 | Apr 21, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 68,512 | 3,467 | 0.0% | — | 479 | +68,512 | New | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 68,129 | 3,446 | 0.53% | 0.58% | 480 | -4,040 | -5.6% | Q1 2026 | May 04, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 67,212 | 3,402 | 0.14% | 0.15% | 481 | +469 | 0.7% | Q1 2026 | May 12, 2026 |
| NWAM LLC | History | Added to | 66,514 | 3,366 | 0.19% | 0.18% | 482 | +2,837 | 4.46% | Q1 2026 | May 04, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 66,442 | 3,362 | 1.24% | 0.88% | 483 | +19,213 | 40.68% | Q1 2026 | May 08, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 66,527 | 3,361 | 2.24% | 2.23% | 484 | +1,596 | 2.46% | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | Added to | 66,060 | 3,343 | 0.25% | 0.23% | 485 | +37,275 | 129.49% | Q1 2026 | Apr 28, 2026 |
| NOVEM GROUP | History | Reduced | 65,892 | 3,334 | 0.38% | 0.45% | 486 | -11,861 | -15.25% | Q1 2026 | Apr 10, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 65,738 | 3,327 | 1.5% | 1.49% | 487 | -1,022 | -1.53% | Q1 2026 | May 05, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 65,762 | 3,326 | 5.04% | 5.04% | 488 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 65,686 | 3,324 | 1.38% | 1.23% | 489 | +8,159 | 14.18% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 65,296 | 3,303 | 0.21% | 0.21% | 490 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Freedom Financial Partners LLC | History | Added to | 64,785 | 3,278 | 1.17% | 0.85% | 491 | +18,329 | 39.45% | Q1 2026 | Apr 16, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 64,376 | 3,258 | 0.43% | 0.41% | 492 | -62 | -0.1% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 64,204 | 3,249 | 0.01% | 0.01% | 493 | +12,306 | 23.71% | Q1 2026 | May 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 63,971 | 3,237 | 0.06% | 0.03% | 494 | +32,075 | 100.56% | Q1 2026 | May 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 63,745 | 3,226 | 0.02% | 0.01% | 495 | +11,255 | 21.44% | Q1 2026 | May 14, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 63,544 | 3,215 | 0.44% | 0.4% | 496 | +11,032 | 21.01% | Q1 2026 | May 08, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 63,389 | 3,208 | 0.69% | 0.56% | 497 | +10,864 | 20.68% | Q1 2026 | Apr 13, 2026 |
| Sigma Planning Corp | History | Reduced | 63,240 | 3,200 | 0.09% | 0.09% | 498 | -1,389 | -2.15% | Q1 2026 | May 04, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 63,160 | 3,196 | 0.48% | 0.46% | 499 | +3,109 | 5.18% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 62,776 | 3,177 | 0.12% | 0.1% | 500 | +7,552 | 13.68% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 62,367 | 3,156 | 0.05% | 0.05% | 501 | +15,093 | 31.93% | Q1 2026 | May 18, 2026 |
| Crewe Advisors LLC | History | Reduced | 62,249 | 3,150 | 0.27% | 0.31% | 502 | -5,911 | -8.67% | Q1 2026 | May 07, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 62,194 | 3,145 | 1.04% | 1.01% | 503 | +1,830 | 3.03% | Q1 2026 | Apr 27, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 62,024 | 3,139 | 0.2% | 0.51% | 504 | -94,709 | -60.43% | Q1 2026 | May 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 61,875 | 3,131 | 0.07% | 0.07% | 505 | +3,513 | 6.02% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 61,785 | 3,126 | 0.05% | 0.03% | 506 | +21,072 | 51.76% | Q1 2026 | Apr 27, 2026 |
| Rise Advisors, LLC | History | Added to | 61,807 | 3,117 | 1.1% | 1.11% | 507 | +261 | 0.42% | Q1 2026 | Apr 03, 2026 |
| Procyon Advisors, LLC | History | Added to | 61,552 | 3,115 | 0.15% | 0.15% | 508 | +1,962 | 3.29% | Q1 2026 | May 04, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 60,844 | 3,079 | 2.45% | 1.39% | 509 | +26,435 | 76.83% | Q1 2026 | May 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 60,762 | 3,064 | 0.04% | 0.04% | 510 | -2,666 | -4.2% | Q1 2026 | May 06, 2026 |
| Bank of New Hampshire | History | Reduced | 59,736 | 3,023 | 0.69% | 1.37% | 511 | -60,358 | -50.26% | Q1 2026 | Apr 13, 2026 |
| Old Port Advisors | History | Added to | 59,673 | 3,020 | 0.7% | 0.71% | 512 | +2,241 | 3.9% | Q1 2026 | Apr 06, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 59,527 | 3,012 | 0.23% | 0.23% | 513 | +1,494 | 2.57% | Q1 2026 | May 07, 2026 |
| Fermata Advisors, LLC | History | Added to | 59,277 | 3,000 | 0.68% | 0.48% | 514 | +20,153 | 51.51% | Q1 2026 | Apr 08, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 58,424 | 2,956 | 1.15% | 1.16% | 515 | +1,969 | 3.49% | Q1 2026 | Apr 24, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 57,912 | 2,930 | 0.5% | 0.56% | 516 | -7,243 | -11.12% | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 57,581 | 2,914 | 0.08% | 0.1% | 517 | -6,959 | -10.78% | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 57,427 | 2,906 | 0.04% | 0.02% | 518 | +29,826 | 108.06% | Q1 2026 | May 11, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 57,280 | 2,898 | 0.51% | 0.11% | 519 | +45,542 | 387.99% | Q1 2026 | Apr 22, 2026 |
| HRT FINANCIAL LP | History | New | 56,678 | 2,868 | 0.01% | — | 520 | +56,678 | New | Q1 2026 | May 14, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 56,570 | 2,862 | 4.51% | 6.4% | 521 | -14,147 | -20.01% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 56,536 | 2,861 | 0.0% | 0.0% | 522 | +11,345 | 25.1% | Q1 2026 | May 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 56,384 | 2,853 | 0.32% | 0.3% | 523 | +3,072 | 5.76% | Q1 2026 | Apr 16, 2026 |
| Jeter Robert S II | History | New | 56,399 | 2,848 | 2.84% | — | 524 | +56,399 | New | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 56,253 | 2,845 | 0.06% | 0.06% | 525 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 55,877 | 2,827 | 0.19% | 0.15% | 526 | +9,183 | 19.67% | Q1 2026 | May 21, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 54,465 | 2,756 | 0.21% | — | 527 | +54,465 | New | Q1 2026 | May 13, 2026 |
| Essex LLC | History | Added to | 54,210 | 2,743 | 0.48% | 0.48% | 528 | +411 | 0.76% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 54,168 | 2,741 | 0.02% | 0.02% | 529 | -5,013 | -8.47% | Q1 2026 | May 01, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 53,976 | 2,731 | 0.55% | 0.54% | 530 | +1,860 | 3.57% | Q1 2026 | May 12, 2026 |
| BancFirst Trust & Investment Management | History | Reduced | 53,866 | 2,724 | 1.2% | 1.13% | 531 | -337 | -0.62% | Q1 2026 | Apr 01, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 53,418 | 2,694 | 0.05% | 0.07% | 532 | -20,661 | -27.89% | Q1 2026 | May 14, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 53,101 | 2,687 | 0.71% | 0.73% | 533 | +1,376 | 2.66% | Q1 2026 | Apr 15, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 53,009 | 2,682 | 0.56% | 0.55% | 534 | -7 | -0.01% | Q1 2026 | May 08, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 52,697 | 2,667 | 0.52% | 0.52% | 535 | -797 | -1.49% | Q1 2026 | Apr 16, 2026 |
| Flagship Capital Management Inc. | History | Reduced | 52,542 | 2,659 | 1.95% | 2.18% | 536 | -8,489 | -13.91% | Q1 2026 | Apr 21, 2026 |
| Ergawealth Advisors, Inc. | History | Added to | 52,516 | 2,657 | 1.17% | 1.03% | 537 | +8,429 | 19.12% | Q1 2026 | Apr 27, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 52,451 | 2,654 | 2.38% | 4.55% | 538 | -8,277 | -13.63% | Q1 2026 | May 11, 2026 |
| SP Asset Management LLC | History | Reduced | 52,405 | 2,652 | 0.23% | 0.24% | 539 | -8,169 | -13.49% | Q1 2026 | May 06, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 52,326 | 2,648 | 1.81% | 1.86% | 540 | -3,376 | -6.06% | Q1 2026 | May 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 52,014 | 2,632 | 0.34% | 0.37% | 541 | -403 | -0.77% | Q1 2026 | Apr 15, 2026 |
| Bolthouse Investments, LLC | History | Reduced | 51,998 | 2,631 | 2.38% | 2.53% | 542 | -4,200 | -7.47% | Q1 2026 | Apr 28, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 51,959 | 2,630 | 1.44% | 1.4% | 543 | +1,019 | 2.0% | Q1 2026 | May 07, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 51,756 | 2,619 | 0.59% | 0.73% | 544 | -11,738 | -18.49% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 51,681 | 2,615 | 0.18% | 0.17% | 545 | +2,808 | 5.75% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 49,967 | 2,529 | 0.2% | 0.18% | 546 | +5,625 | 12.69% | Q1 2026 | May 15, 2026 |
| 9823 Capital, L.P. | History | Added to | 49,962 | 2,528 | 1.91% | 1.45% | 547 | +8,287 | 19.88% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 49,938 | 2,526 | 0.69% | 0.69% | 548 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 49,364 | 2,498 | 0.02% | 0.02% | 549 | -12,454 | -20.15% | Q1 2026 | May 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 49,108 | 2,485 | 0.46% | 0.52% | 550 | -5,707 | -10.41% | Q1 2026 | Apr 28, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 49,109 | 2,485 | 1.13% | 1.22% | 551 | -4,337 | -8.11% | Q1 2026 | Apr 27, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 48,982 | 2,478 | 0.08% | 0.14% | 552 | -50,210 | -50.62% | Q1 2026 | May 18, 2026 |
| Dunhill Financial, LLC | History | Added to | 48,837 | 2,471 | 0.58% | 0.55% | 553 | +4,667 | 10.57% | Q1 2026 | May 06, 2026 |
| Auxano Advisors, LLC | History | Added to | 48,535 | 2,456 | 0.49% | 0.35% | 554 | +13,577 | 38.84% | Q1 2026 | May 01, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 48,476 | 2,453 | 0.15% | 0.14% | 555 | -100 | -0.21% | Q1 2026 | May 01, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 48,042 | 2,431 | 1.39% | 1.57% | 556 | +888 | 1.88% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 47,978 | 2,428 | 0.0% | 0.0% | 557 | -5,743 | -10.69% | Q1 2026 | May 13, 2026 |
| MSH Capital Advisors LLC | History | Added to | 47,928 | 2,425 | 0.51% | 0.43% | 558 | +8,095 | 20.32% | Q1 2026 | May 08, 2026 |
| NVWM, LLC | History | Reduced | 47,798 | 2,419 | 0.54% | 0.54% | 560 | -819 | -1.68% | Q1 2026 | Apr 27, 2026 |
| Klingman & Associates, LLC | History | No change | 47,808 | 2,419 | 0.12% | 0.12% | 559 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 47,793 | 2,418 | 0.54% | 0.41% | 561 | +12,790 | 36.54% | Q1 2026 | Apr 15, 2026 |
| Colonial Trust Co / SC | History | Reduced | 47,666 | 2,412 | 0.33% | 0.34% | 562 | -2,085 | -4.19% | Q1 2026 | May 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 47,511 | 2,404 | 0.16% | 0.14% | 563 | +6,181 | 14.96% | Q1 2026 | May 07, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 47,438 | 2,400 | 0.44% | 0.49% | 564 | +3 | 0.01% | Q1 2026 | Apr 13, 2026 |
| Crumly & Associates Inc. | History | Reduced | 46,950 | 2,376 | 0.5% | 0.74% | 565 | -22,583 | -32.48% | Q1 2026 | Apr 02, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 46,986 | 2,370 | 2.01% | 1.29% | 566 | +17,878 | 61.42% | Q1 2026 | May 15, 2026 |
| Castleview Partners, LLC | History | Reduced | 46,486 | 2,352 | 1.21% | 2.06% | 567 | -35,799 | -43.51% | Q1 2026 | May 01, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 46,097 | 2,332 | 0.42% | 0.11% | 568 | +34,747 | 306.14% | Q1 2026 | May 04, 2026 |
| Mosley Wealth Management | History | Reduced | 45,849 | 2,325 | 1.05% | 1.06% | 569 | -35 | -0.08% | Q1 2026 | Apr 27, 2026 |
| SouthState Bank Corp | History | Added to | 45,569 | 2,306 | 0.11% | 0.09% | 570 | +4,741 | 11.61% | Q1 2026 | May 05, 2026 |
| Cedarwood Wealth LLC | History | Added to | 45,546 | 2,305 | 2.33% | 0.38% | 571 | +38,789 | 574.06% | Q1 2026 | May 05, 2026 |
| Leo Wealth, LLC | History | Reduced | 45,423 | 2,298 | 0.17% | 0.18% | 572 | -3,516 | -7.18% | Q1 2026 | May 05, 2026 |
| Alpha Zero LLC | History | New | 45,383 | 2,296 | 1.16% | — | 573 | +45,383 | New | Q1 2026 | May 07, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 45,023 | 2,278 | 0.5% | 0.65% | 574 | -10,794 | -19.34% | Q1 2026 | May 05, 2026 |
| StoneCrest Wealth Management, Inc. | History | Reduced | 44,461 | 2,250 | 0.95% | 0.94% | 575 | -1,649 | -3.58% | Q1 2026 | Apr 08, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 44,451 | 2,249 | 1.5% | 1.3% | 576 | +1,459 | 3.39% | Q1 2026 | Apr 16, 2026 |
| Strategent Financial, LLC | History | Reduced | 44,407 | 2,247 | 1.53% | 12.0% | 577 | -330,349 | -88.15% | Q1 2026 | Apr 20, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 44,389 | 2,246 | 0.57% | 0.61% | 578 | -1,797 | -3.89% | Q1 2026 | Apr 15, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 44,299 | 2,241 | 1.35% | 1.41% | 579 | -87 | -0.2% | Q1 2026 | May 05, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 43,945 | 2,226 | 0.15% | 0.17% | 580 | -7,959 | -15.33% | Q1 2026 | May 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 43,833 | 2,218 | 0.09% | 0.07% | 581 | +8,695 | 24.75% | Q1 2026 | May 07, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 43,817 | 2,217 | 0.09% | 0.09% | 582 | -836 | -1.87% | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 43,581 | 2,205 | 0.24% | 0.29% | 583 | -10,956 | -20.09% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 43,507 | 2,197 | 0.12% | 0.1% | 584 | +174 | 0.4% | Q1 2026 | May 12, 2026 |
| Advisors Capital Management, LLC | History | New | 42,869 | 2,169 | 0.03% | — | 585 | +42,869 | New | Q1 2026 | May 01, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 42,710 | 2,161 | 0.63% | 0.73% | 587 | -5,802 | -11.96% | Q1 2026 | Apr 30, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 42,701 | 2,161 | 0.06% | 0.07% | 586 | -1,500 | -3.39% | Q1 2026 | May 04, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 42,320 | 2,141 | 0.9% | 0.98% | 588 | -1,707 | -3.88% | Q1 2026 | May 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 42,092 | 2,130 | 0.0% | 0.0% | 589 | +23,427 | 125.51% | Q1 2026 | May 04, 2026 |
| POTENTIA WEALTH | History | Added to | 42,057 | 2,128 | 0.82% | 0.59% | 590 | +10,292 | 32.4% | Q1 2026 | May 11, 2026 |
| Counterweight Ventures, LLC | History | New | 41,822 | 2,116 | 1.19% | — | 591 | +41,822 | New | Q1 2026 | Apr 27, 2026 |
| Essex Bank | History | Added to | 41,754 | 2,113 | 0.47% | 0.44% | 592 | +1,306 | 3.23% | Q1 2026 | Apr 17, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 41,754 | 2,113 | 0.58% | 0.57% | 593 | -481 | -1.14% | Q1 2026 | Apr 27, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 41,325 | 2,091 | 0.52% | 0.7% | 594 | -16,874 | -28.99% | Q1 2026 | May 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 41,223 | 2,086 | 0.23% | 0.15% | 595 | +14,083 | 51.89% | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Added to | 41,105 | 2,080 | 0.14% | 0.13% | 596 | +2,279 | 5.87% | Q1 2026 | Apr 28, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 41,019 | 2,075 | 1.1% | 1.2% | 597 | -3,358 | -7.57% | Q1 2026 | Apr 16, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 40,685 | 2,059 | 0.02% | 0.02% | 598 | +4,630 | 12.84% | Q1 2026 | May 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 40,666 | 2,058 | 0.03% | 0.02% | 599 | +6,031 | 17.41% | Q1 2026 | Apr 21, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 40,545 | 2,052 | 0.72% | 1.87% | 600 | -70,245 | -63.4% | Q1 2026 | Apr 20, 2026 |
| Martin Investment Management, LLC | History | Reduced | 40,418 | 2,045 | 0.61% | 1.39% | 601 | -57,772 | -58.84% | Q1 2026 | May 13, 2026 |
| CFO4Life Group, LLC | History | Added to | 40,362 | 2,042 | 0.31% | 0.28% | 602 | +896 | 2.27% | Q1 2026 | May 11, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 40,113 | 2,030 | 0.26% | 0.23% | 603 | +2,901 | 7.8% | Q1 2026 | Apr 13, 2026 |
| Red Mountain Financial, LLC | History | Added to | 40,031 | 2,025 | 1.91% | 1.97% | 604 | +342 | 0.86% | Q1 2026 | Apr 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 39,939 | 2,021 | 1.6% | 1.64% | 605 | -919 | -2.25% | Q1 2026 | Apr 21, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 39,821 | 2,015 | 1.36% | 1.38% | 606 | -1,385 | -3.36% | Q1 2026 | May 07, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 39,511 | 1,999 | 0.26% | 0.3% | 607 | -632 | -1.57% | Q1 2026 | Apr 28, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 39,450 | 1,996 | 0.42% | 0.4% | 608 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Benchmark Financial, LLC | History | Added to | 39,369 | 1,992 | 1.79% | 1.05% | 609 | +18,440 | 88.11% | Q1 2026 | Apr 21, 2026 |
| Ellsworth Advisors, LLC | History | Reduced | 39,197 | 1,983 | 0.37% | 0.95% | 610 | -55,361 | -58.55% | Q1 2026 | Apr 16, 2026 |
| FCA CORP /TX | History | Added to | 38,984 | 1,972 | 0.56% | 0.5% | 611 | +4,127 | 11.84% | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 38,889 | 1,967 | 0.15% | 0.15% | 612 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 38,041 | 1,925 | 0.41% | 0.37% | 613 | +3,167 | 9.08% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Added to | 37,952 | 1,920 | 0.02% | 0.02% | 614 | +9,452 | 33.16% | Q1 2026 | Apr 20, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 37,934 | 1,919 | 0.2% | 0.3% | 615 | -17,110 | -31.08% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 37,934 | 1,919 | 0.28% | 0.42% | 616 | -17,110 | -31.08% | Q1 2026 | May 11, 2026 |
| ProVise Management Group, LLC | History | Reduced | 37,880 | 1,917 | 0.14% | 0.18% | 617 | -11,409 | -23.15% | Q1 2026 | May 06, 2026 |
| Trek Financial, LLC | History | Reduced | 37,586 | 1,902 | 0.1% | 0.15% | 618 | -13,812 | -26.87% | Q1 2026 | May 13, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 36,977 | 1,865 | 0.11% | 0.08% | 619 | +9,909 | 36.61% | Q1 2026 | Apr 07, 2026 |
| Americana Partners, LLC | History | Added to | 36,862 | 1,865 | 0.05% | 0.04% | 620 | +6,154 | 20.04% | Q1 2026 | May 12, 2026 |
| Keystone Financial Group | History | Added to | 36,211 | 1,832 | 0.13% | 0.12% | 621 | +4,602 | 14.56% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 36,151 | 1,829 | 0.16% | 0.17% | 622 | -2,804 | -7.2% | Q1 2026 | Apr 30, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 36,036 | 1,823 | 0.32% | 0.29% | 623 | +2,759 | 8.29% | Q1 2026 | Apr 17, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 35,927 | 1,818 | 0.59% | 0.82% | 624 | -12,565 | -25.91% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 35,817 | 1,812 | 0.05% | 0.03% | 625 | +12,107 | 51.06% | Q1 2026 | May 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 35,761 | 1,809 | 0.73% | 0.55% | 627 | +10,234 | 40.09% | Q1 2026 | May 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 35,752 | 1,809 | 0.04% | 0.03% | 626 | -490 | -1.35% | Q1 2026 | Apr 15, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 35,691 | 1,806 | 0.71% | 0.78% | 628 | -613 | -1.69% | Q1 2026 | Apr 08, 2026 |
| Financial Perspectives, Inc | History | Reduced | 35,483 | 1,795 | 0.5% | 0.65% | 629 | -11,975 | -25.23% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 35,334 | 1,787 | 0.0% | 0.0% | 630 | +17,214 | 95.0% | Q1 2026 | May 14, 2026 |
| Carter Financial Group, INC. | History | Reduced | 34,989 | 1,770 | 1.09% | 1.07% | 631 | -427 | -1.21% | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 34,912 | 1,766 | 0.05% | 0.02% | 632 | +26,327 | 306.66% | Q1 2026 | May 15, 2026 |
| Maple Capital Management, Inc. | History | Added to | 34,787 | 1,760 | 0.12% | 0.11% | 633 | +1,641 | 4.95% | Q1 2026 | May 08, 2026 |
| Berger Financial Group, Inc | History | Added to | 34,756 | 1,759 | 0.1% | 0.03% | 634 | +22,873 | 192.49% | Q1 2026 | Apr 28, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 34,718 | 1,757 | 0.58% | 0.68% | 635 | -5,881 | -14.49% | Q1 2026 | Apr 21, 2026 |
| Vista Cima Wealth Management LLC | History | Reduced | 34,678 | 1,755 | 1.73% | 1.68% | 636 | -5,143 | -12.92% | Q1 2026 | May 12, 2026 |
| Aries Wealth Management | History | Added to | 34,615 | 1,751 | 0.38% | 0.37% | 637 | +1,700 | 5.16% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 34,584 | 1,750 | 0.03% | 0.03% | 638 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 33,992 | 1,720 | 0.0% | 0.0% | 639 | +17,667 | 108.22% | Q1 2026 | May 13, 2026 |
| NewSquare Capital LLC | History | Added to | 33,535 | 1,697 | 0.15% | 0.13% | 640 | +4,758 | 16.53% | Q1 2026 | May 08, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 32,492 | 1,644 | 1.4% | 1.44% | 641 | +407 | 1.27% | Q1 2026 | Apr 30, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 32,236 | 1,631 | 0.62% | 2.89% | 642 | -203,285 | -86.31% | Q1 2026 | May 04, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 32,223 | 1,630 | 0.23% | 0.07% | 643 | +21,718 | 206.74% | Q1 2026 | Apr 22, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Added to | 32,185 | 1,628 | 1.3% | 1.27% | 644 | +1,350 | 4.38% | Q1 2026 | May 12, 2026 |
| Entruity Wealth, LLC | History | Reduced | 31,541 | 1,596 | 1.08% | 1.23% | 645 | -2,524 | -7.41% | Q1 2026 | May 08, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 31,620 | 1,595 | 0.36% | 0.39% | 646 | +51 | 0.16% | Q1 2026 | May 08, 2026 |
| JM2 Capital Inc. | History | Added to | 31,218 | 1,579 | 1.31% | 1.26% | 647 | +306 | 0.99% | Q1 2026 | Apr 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 30,954 | 1,566 | 0.12% | 0.11% | 648 | +2,822 | 10.03% | Q1 2026 | Apr 08, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 30,592 | 1,548 | 0.83% | 0.76% | 649 | +3,073 | 11.17% | Q1 2026 | May 08, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 30,520 | 1,544 | 0.64% | 0.64% | 650 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ballentine Partners, LLC | History | New | 30,435 | 1,540 | 0.02% | — | 651 | +30,435 | New | Q1 2026 | May 14, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 30,266 | 1,531 | 0.74% | 0.85% | 652 | -4,387 | -12.66% | Q1 2026 | May 01, 2026 |
| Nolet Wealth Management, LLC | History | Reduced | 30,212 | 1,529 | 0.87% | 1.68% | 653 | -29,386 | -49.31% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | New | 30,069 | 1,521 | 0.0% | — | 654 | +30,069 | New | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 29,887 | 1,512 | 0.08% | 0.09% | 656 | -3,939 | -11.64% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Added to | 29,906 | 1,512 | 0.08% | 0.06% | 655 | +2,013 | 7.22% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 29,842 | 1,510 | 0.07% | 0.06% | 657 | +6,681 | 28.85% | Q1 2026 | Apr 28, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 29,748 | 1,505 | 0.12% | 0.14% | 658 | -4,626 | -13.46% | Q1 2026 | Apr 16, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 29,682 | 1,502 | 0.5% | 0.57% | 659 | -4,561 | -13.32% | Q1 2026 | May 15, 2026 |
| Faithward Advisors, LLC | History | Added to | 29,535 | 1,494 | 0.21% | 0.13% | 660 | +11,626 | 64.92% | Q1 2026 | Apr 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 29,456 | 1,490 | 0.05% | 0.05% | 661 | -190 | -0.64% | Q1 2026 | Apr 07, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 29,351 | 1,485 | 0.65% | 0.47% | 662 | +7,892 | 36.78% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Reduced | 29,358 | 1,485 | 0.05% | 0.05% | 663 | -1,660 | -5.35% | Q1 2026 | May 14, 2026 |
| National Wealth Management Group, LLC | History | Added to | 29,306 | 1,483 | 0.55% | 0.39% | 664 | +7,097 | 31.96% | Q1 2026 | May 11, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Added to | 28,850 | 1,460 | 0.46% | 0.44% | 665 | +592 | 2.09% | Q1 2026 | Apr 08, 2026 |
| Slow Capital, Inc. | History | Reduced | 28,310 | 1,432 | 0.19% | 0.18% | 666 | -1,894 | -6.27% | Q1 2026 | Apr 24, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 28,287 | 1,431 | 0.08% | 0.13% | 667 | -30,927 | -52.23% | Q1 2026 | Apr 28, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 28,187 | 1,426 | 0.33% | 0.11% | 668 | +18,778 | 199.57% | Q1 2026 | May 07, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 27,947 | 1,414 | 0.1% | 0.1% | 670 | -276 | -0.98% | Q1 2026 | May 15, 2026 |
| IRON Financial LLC | History | Added to | 27,954 | 1,414 | 0.62% | 0.65% | 669 | +93 | 0.33% | Q1 2026 | Apr 27, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 27,861 | 1,410 | 0.99% | 0.85% | 671 | +1,939 | 7.48% | Q1 2026 | May 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 27,758 | 1,404 | 0.34% | 0.16% | 672 | +14,628 | 111.41% | Q1 2026 | Apr 10, 2026 |
| Evergreen Wealth Partners LLC | History | Reduced | 27,577 | 1,395 | 1.07% | 2.09% | 673 | -21,346 | -43.63% | Q1 2026 | May 08, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 27,483 | 1,390 | 0.99% | 1.09% | 674 | -1,457 | -5.03% | Q1 2026 | May 19, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 27,097 | 1,371 | 0.37% | 0.39% | 675 | -2,631 | -8.85% | Q1 2026 | Apr 29, 2026 |
| McBroom & Associates, LLC | History | Reduced | 26,979 | 1,365 | 0.76% | 0.81% | 676 | -6,167 | -18.61% | Q1 2026 | Apr 22, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 26,960 | 1,364 | 0.19% | 0.17% | 678 | -755 | -2.72% | Q1 2026 | May 13, 2026 |
| Family Manage LLC | History | Reduced | 26,970 | 1,364 | 0.16% | 0.18% | 677 | -630 | -2.28% | Q1 2026 | May 15, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 26,780 | 1,355 | 0.99% | 1.31% | 679 | -13,747 | -33.92% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 26,751 | 1,353 | 0.35% | 0.15% | 681 | +15,804 | 144.37% | Q1 2026 | Apr 29, 2026 |
| Diversified Trust Co | History | Reduced | 26,747 | 1,353 | 0.03% | 0.04% | 680 | -12,152 | -31.24% | Q1 2026 | Apr 16, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 26,588 | 1,345 | 0.28% | 0.27% | 682 | +4 | 0.02% | Q1 2026 | Apr 24, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 26,526 | 1,342 | 0.96% | 0.98% | 683 | -446 | -1.65% | Q1 2026 | May 12, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 26,515 | 1,341 | 0.11% | 0.06% | 684 | +11,787 | 80.03% | Q1 2026 | May 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 26,452 | 1,338 | 0.09% | 0.11% | 685 | +252 | 0.96% | Q1 2026 | Apr 17, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 26,134 | 1,322 | 0.58% | 0.68% | 686 | -3,393 | -11.49% | Q1 2026 | Apr 15, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 26,120 | 1,318 | 0.29% | 0.22% | 687 | +6,350 | 32.12% | Q1 2026 | Apr 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 25,882 | 1,309 | 0.06% | 0.07% | 688 | +2,395 | 10.2% | Q1 2026 | Apr 15, 2026 |
| CAP Partners, LLC | History | Added to | 25,797 | 1,305 | 0.74% | 0.67% | 689 | +2,476 | 10.62% | Q1 2026 | Apr 28, 2026 |
| Detalus Advisors, LLC | History | No change | 25,700 | 1,300 | 0.3% | 0.32% | 690 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Curi Capital, LLC | History | Added to | 25,663 | 1,298 | 0.02% | 0.02% | 691 | +1,794 | 7.52% | Q1 2026 | May 15, 2026 |
| AIFG Consultants Ltd. | History | No change | 25,631 | 1,296 | 2.23% | 2.23% | 692 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Key FInancial Inc | History | Added to | 25,566 | 1,293 | 0.23% | 0.13% | 693 | +11,027 | 75.84% | Q1 2026 | Apr 24, 2026 |
| UMB Bank, n.a. | History | Added to | 25,374 | 1,284 | 0.02% | 0.02% | 694 | +443 | 1.78% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 25,008 | 1,265 | 0.03% | 0.03% | 695 | +4,755 | 23.48% | Q1 2026 | Apr 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 24,958 | 1,263 | 0.03% | 0.02% | 696 | +5,548 | 28.58% | Q1 2026 | Apr 29, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 24,794 | 1,254 | 0.04% | 0.04% | 697 | -700 | -2.75% | Q1 2026 | May 14, 2026 |
| Principle Wealth Partners LLC | History | Added to | 24,577 | 1,243 | 0.07% | 0.05% | 698 | +7,645 | 45.15% | Q1 2026 | May 07, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 24,441 | 1,236 | 0.35% | 0.47% | 699 | -9,450 | -27.88% | Q1 2026 | Apr 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 24,351 | 1,229 | 0.07% | 0.06% | 700 | +3,930 | 19.24% | Q1 2026 | Apr 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 24,110 | 1,220 | 0.29% | 0.24% | 701 | +4,243 | 21.36% | Q1 2026 | Apr 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 24,100 | 1,219 | 0.03% | 0.03% | 702 | -1,213 | -4.79% | Q1 2026 | Apr 27, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 24,073 | 1,218 | 0.06% | 0.08% | 703 | -3,756 | -13.5% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Reduced | 23,972 | 1,213 | 0.04% | 0.06% | 704 | -14,006 | -36.88% | Q1 2026 | Apr 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 23,513 | 1,190 | 0.01% | — | 705 | +23,513 | New | Q1 2026 | Apr 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 23,449 | 1,183 | 0.0% | 0.0% | 706 | +5,000 | 27.1% | Q1 2026 | May 05, 2026 |
| COFG Advisors, LLC | History | Added to | 23,303 | 1,179 | 0.29% | 0.23% | 707 | +4,852 | 26.3% | Q1 2026 | May 11, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 23,226 | 1,175 | 0.1% | 0.11% | 708 | -1,990 | -7.89% | Q1 2026 | May 07, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | New | 23,000 | 1,164 | 0.05% | — | 709 | +23,000 | New | Q1 2026 | May 08, 2026 |
| Smart Portfolios, LLC | History | Reduced | 22,982 | 1,163 | 1.16% | 1.19% | 710 | -668 | -2.82% | Q1 2026 | May 01, 2026 |
| OneAscent Financial Services LLC | History | Added to | 22,934 | 1,160 | 0.06% | 0.07% | 711 | +8,941 | 63.9% | Q1 2026 | Apr 21, 2026 |
| PDS Planning, Inc | History | Reduced | 22,643 | 1,145 | 0.08% | 0.08% | 712 | -2,018 | -8.18% | Q1 2026 | Apr 21, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 22,464 | 1,136 | 0.18% | 0.18% | 713 | +198 | 0.89% | Q1 2026 | Apr 23, 2026 |
| Park Place Capital Corp | History | Reduced | 22,310 | 1,129 | 0.23% | 0.24% | 714 | -35 | -0.16% | Q1 2026 | Apr 09, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 22,287 | 1,127 | 0.86% | 0.84% | 715 | +202 | 0.91% | Q1 2026 | Apr 22, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 22,220 | 1,124 | 0.29% | 2.12% | 716 | -145,095 | -86.72% | Q1 2026 | May 07, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 22,188 | 1,122 | 0.66% | 0.53% | 717 | +7,493 | 50.99% | Q1 2026 | May 05, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 22,144 | 1,118 | 0.66% | 0.69% | 718 | -36 | -0.16% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 22,084 | 1,117 | 0.01% | 0.0% | 719 | +20,210 | 1078.44% | Q1 2026 | May 13, 2026 |
| Strong Retirement Solutions LLC | History | Added to | 22,058 | 1,116 | 0.78% | 0.74% | 720 | +197 | 0.9% | Q1 2026 | Apr 20, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 21,979 | 1,112 | 0.05% | 0.05% | 721 | -261 | -1.17% | Q1 2026 | Apr 28, 2026 |
| Colonial River Investments, LLC | History | Added to | 21,949 | 1,110 | 0.4% | 0.38% | 722 | +1,012 | 4.83% | Q1 2026 | Apr 27, 2026 |
| Edge Financial Advisors LLC | History | No change | 21,883 | 1,107 | 0.47% | 0.47% | 723 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 21,595 | 1,093 | 0.14% | 0.22% | 724 | -11,786 | -35.31% | Q1 2026 | Apr 16, 2026 |
| Next Capital Management LLC | History | Reduced | 21,598 | 1,093 | 0.33% | 0.53% | 725 | -10,964 | -33.67% | Q1 2026 | May 07, 2026 |
| Generation Capital Management LLC | History | Added to | 21,500 | 1,088 | 0.8% | 0.61% | 726 | +3,000 | 16.22% | Q1 2026 | May 08, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 21,496 | 1,087 | 0.07% | 0.09% | 727 | -4,378 | -16.92% | Q1 2026 | May 05, 2026 |
| RM Financial Services, LLC | History | No change | 21,428 | 1,084 | 0.93% | 0.96% | 728 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 21,069 | 1,066 | 0.32% | 0.36% | 729 | -1,237 | -5.55% | Q1 2026 | Apr 20, 2026 |
| Birch Capital Management, LLC | History | Added to | 20,985 | 1,062 | 0.56% | 0.51% | 730 | +598 | 2.93% | Q1 2026 | Apr 15, 2026 |
| Nordwand Advisors, LLC | History | Added to | 20,945 | 1,060 | 0.19% | 0.18% | 731 | +250 | 1.21% | Q1 2026 | May 07, 2026 |
| AUCTUS ADVISORS LLC | History | New | 20,828 | 1,054 | 1.0% | — | 732 | +20,828 | New | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 20,775 | 1,051 | 0.06% | 0.06% | 733 | +48 | 0.23% | Q1 2026 | May 12, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 20,758 | 1,048 | 0.29% | 0.19% | 734 | +6,699 | 47.65% | Q1 2026 | Apr 30, 2026 |
| Alteri Wealth LLC | History | Added to | 20,545 | 1,039 | 0.34% | 0.07% | 735 | +16,500 | 407.91% | Q1 2026 | May 06, 2026 |
| Portside Wealth Group, LLC | History | Added to | 20,516 | 1,038 | 0.14% | 0.13% | 736 | +1,337 | 6.97% | Q1 2026 | May 12, 2026 |
| Realta Investment Advisors | History | Reduced | 20,426 | 1,033 | 0.36% | 0.34% | 737 | -247 | -1.19% | Q1 2026 | Apr 22, 2026 |
| Petix & Botte Co | History | Reduced | 20,234 | 1,024 | 0.23% | 0.24% | 738 | -410 | -1.99% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 20,074 | 1,015 | 0.02% | 0.03% | 739 | -3,135 | -13.51% | Q1 2026 | May 15, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 19,929 | 1,008 | 0.15% | 0.06% | 740 | +11,181 | 127.81% | Q1 2026 | May 13, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 19,935 | 1,008 | 0.16% | 0.17% | 741 | -2,569 | -11.42% | Q1 2026 | May 05, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 19,835 | 1,003 | 0.26% | 0.28% | 742 | -614 | -3.0% | Q1 2026 | Apr 21, 2026 |
| Second Line Capital, LLC | History | Added to | 19,427 | 983 | 0.19% | 0.13% | 743 | +6,846 | 54.42% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | New | 19,032 | 963 | 0.01% | — | 744 | +19,032 | New | Q1 2026 | May 01, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 18,970 | 960 | 0.35% | 0.21% | 745 | +8,390 | 79.3% | Q1 2026 | Apr 17, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 18,923 | 957 | 0.43% | 0.55% | 746 | -4,821 | -20.3% | Q1 2026 | Apr 24, 2026 |
| CGN Advisors LLC | History | Added to | 18,759 | 949 | 0.07% | 0.08% | 747 | +36 | 0.19% | Q1 2026 | Apr 13, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 18,545 | 939 | 0.67% | 0.64% | 748 | +44 | 0.24% | Q1 2026 | May 08, 2026 |
| Sunpointe, LLC | History | Added to | 18,494 | 935 | 0.31% | 0.23% | 749 | +4,665 | 33.73% | Q1 2026 | Apr 21, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 18,494 | 935 | 0.49% | 0.59% | 750 | +227 | 1.24% | Q1 2026 | Apr 30, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 18,388 | 930 | 0.11% | 0.12% | 751 | -2,697 | -12.79% | Q1 2026 | May 06, 2026 |
| Mendota Financial Group, LLC | History | Added to | 18,244 | 923 | 0.68% | 0.66% | 752 | +185 | 1.02% | Q1 2026 | Apr 16, 2026 |
| Commerce Advisors, LLC | History | New | 18,092 | 915 | 0.77% | — | 753 | +18,092 | New | Q1 2026 | May 12, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 18,035 | 912 | 0.16% | 0.19% | 754 | -3,091 | -14.63% | Q1 2026 | Apr 29, 2026 |
| Stark Wealth Management LLC | History | No change | 18,003 | 910 | 3.42% | 3.42% | 755 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Family Capital Trust Co | History | Added to | 17,937 | 907 | 0.33% | 0.29% | 756 | +99 | 0.55% | Q1 2026 | Apr 29, 2026 |
| JNBA Financial Advisors | History | Reduced | 17,866 | 904 | 0.08% | 0.11% | 757 | -6,952 | -28.01% | Q1 2026 | Apr 22, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 17,779 | 899 | 0.22% | 0.26% | 758 | -2,636 | -12.91% | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 17,514 | 886 | 0.05% | 0.02% | 759 | +11,876 | 210.64% | Q1 2026 | Apr 16, 2026 |
| Capital Analysts, LLC | History | Added to | 17,496 | 885 | 0.02% | 0.02% | 760 | +2,299 | 15.13% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 17,421 | 881 | 0.47% | 0.51% | 763 | -655 | -3.62% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 17,434 | 881 | 0.03% | 0.03% | 762 | -13 | -0.07% | Q1 2026 | May 15, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 17,421 | 881 | 0.3% | 0.3% | 761 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| XY Planning Network, Inc. | History | Added to | 17,091 | 862 | 0.14% | 0.11% | 764 | +4,665 | 37.54% | Q1 2026 | Apr 14, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 17,015 | 861 | 0.65% | 4.05% | 765 | -80,146 | -82.49% | Q1 2026 | Apr 13, 2026 |
| L & S Advisors Inc | History | Reduced | 16,973 | 859 | 0.11% | 0.1% | 766 | -4,858 | -22.25% | Q1 2026 | May 11, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 16,942 | 857 | 0.08% | 0.06% | 767 | +5,639 | 49.89% | Q1 2026 | May 15, 2026 |
| BANK OF HAWAII | History | Reduced | 16,888 | 854 | 0.04% | 0.05% | 768 | -4,940 | -22.63% | Q1 2026 | May 14, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 16,862 | 853 | 0.33% | 0.31% | 769 | +400 | 2.43% | Q1 2026 | Apr 07, 2026 |
| Asio Capital, LLC | History | Added to | 16,500 | 835 | 0.12% | 0.1% | 770 | +2,000 | 13.79% | Q1 2026 | Apr 15, 2026 |
| Latitude Advisors, LLC | History | Reduced | 16,512 | 835 | 0.38% | 0.37% | 771 | -221 | -1.32% | Q1 2026 | Apr 27, 2026 |
| Security Financial Services, INC. | History | No change | 16,409 | 830 | 0.13% | 0.13% | 772 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 16,268 | 823 | 0.2% | 0.21% | 773 | -6 | -0.04% | Q1 2026 | May 15, 2026 |
| New Insight Wealth Advisors | History | Added to | 16,222 | 820 | 0.29% | 0.29% | 774 | +179 | 1.12% | Q1 2026 | May 07, 2026 |
| GEM Asset Management, LLC | History | Reduced | 16,148 | 817 | 0.36% | 0.43% | 775 | -3,093 | -16.08% | Q1 2026 | Apr 10, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 16,095 | 814 | 0.22% | 0.28% | 776 | -2,630 | -14.05% | Q1 2026 | Apr 23, 2026 |
| FORBES J M & CO LLP | History | No change | 15,987 | 809 | 0.07% | 0.07% | 777 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ridge Creek Global, Inc | History | Reduced | 15,972 | 808 | 0.69% | 0.71% | 779 | -672 | -4.04% | Q1 2026 | May 13, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 15,983 | 808 | 0.12% | 0.11% | 778 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 15,925 | 805 | 0.5% | 0.46% | 780 | +1,212 | 8.24% | Q1 2026 | Apr 07, 2026 |
| JDM Financial Group LLC | History | Reduced | 15,876 | 803 | 0.31% | 0.32% | 781 | -314 | -1.94% | Q1 2026 | May 20, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 15,752 | 797 | 0.2% | 0.61% | 782 | +2,649 | 20.22% | Q1 2026 | May 12, 2026 |
| Delta Investment Management, LLC | History | Reduced | 15,620 | 790 | 0.14% | 0.15% | 783 | -1,246 | -7.39% | Q1 2026 | May 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 15,586 | 788 | 0.09% | 0.08% | 784 | +129 | 0.83% | Q1 2026 | Apr 23, 2026 |
| Affiance Financial, LLC | History | Reduced | 15,535 | 786 | 0.13% | 0.13% | 785 | -124 | -0.79% | Q1 2026 | Apr 14, 2026 |
| REICON WEALTH ADVISORS, LLC | History | Reduced | 15,450 | 781 | 0.59% | 0.72% | 787 | -4,142 | -21.14% | Q1 2026 | May 08, 2026 |
| LVZ, Inc. | History | Added to | 15,448 | 781 | 0.09% | 0.09% | 786 | +99 | 0.64% | Q1 2026 | Apr 28, 2026 |
| Nepsis Inc. | History | Added to | 15,407 | 779 | 0.26% | 0.23% | 788 | +961 | 6.65% | Q1 2026 | Apr 15, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 15,404 | 779 | 0.3% | 0.29% | 789 | -150 | -0.96% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 15,323 | 775 | 0.03% | 0.02% | 790 | +1,931 | 14.42% | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 15,273 | 772 | 0.13% | 0.12% | 791 | +158 | 1.05% | Q1 2026 | Apr 22, 2026 |
| Advisor Resource Council | History | Added to | 15,250 | 771 | 0.25% | 0.19% | 792 | +4,700 | 44.55% | Q1 2026 | May 07, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 15,223 | 770 | 0.32% | 0.14% | 793 | +8,377 | 122.36% | Q1 2026 | May 07, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 15,070 | 762 | 0.04% | 0.05% | 794 | -1,379 | -8.38% | Q1 2026 | May 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 15,046 | 761 | 0.03% | 0.03% | 795 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 15,011 | 759 | 0.0% | 0.0% | 796 | -351 | -2.28% | Q1 2026 | May 14, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 14,844 | 751 | 0.25% | 0.25% | 797 | -157 | -1.05% | Q1 2026 | Apr 10, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 14,711 | 744 | 0.26% | 0.29% | 798 | -1,702 | -10.37% | Q1 2026 | May 08, 2026 |
| Keel Point, LLC | History | No change | 14,689 | 743 | 0.04% | 0.04% | 799 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 14,655 | 741 | 0.46% | — | 800 | +14,655 | New | Q1 2026 | Apr 14, 2026 |
| Decker Wealth Management LLC | History | Added to | 14,596 | 738 | 0.17% | 0.16% | 801 | +618 | 4.42% | Q1 2026 | May 06, 2026 |
| Trask Adam Roland | History | New | 14,550 | 736 | 0.7% | — | 802 | +14,550 | New | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 14,476 | 732 | 0.03% | 0.03% | 803 | +3,416 | 30.89% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 14,383 | 727 | 0.08% | 0.07% | 804 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 14,297 | 723 | 0.2% | 0.18% | 805 | +1,920 | 15.51% | Q1 2026 | Apr 16, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 14,302 | 723 | 0.07% | 0.08% | 806 | -1,160 | -7.5% | Q1 2026 | Apr 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 14,235 | 720 | 0.09% | 0.1% | 807 | -2,603 | -15.46% | Q1 2026 | May 05, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 14,211 | 719 | 0.02% | 0.02% | 808 | +2,825 | 24.81% | Q1 2026 | May 05, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 14,087 | 712 | 0.39% | 0.31% | 809 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PFG Advisors | History | Added to | 14,001 | 708 | 0.03% | 0.02% | 810 | +5,577 | 66.2% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 13,776 | 697 | 0.05% | 0.04% | 811 | +2,693 | 24.3% | Q1 2026 | Apr 21, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 13,624 | 689 | 0.03% | 0.03% | 812 | -3,185 | -18.95% | Q1 2026 | Apr 10, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 13,568 | 686 | 0.15% | 0.05% | 813 | +8,899 | 190.6% | Q1 2026 | May 13, 2026 |
| Gibbs Wealth Management | History | Added to | 13,465 | 681 | 0.09% | 0.16% | 814 | +649 | 5.06% | Q1 2026 | May 13, 2026 |
| Cannon Wealth Management Services, LLC | History | Reduced | 13,394 | 677 | 0.46% | 0.56% | 815 | -2,208 | -14.15% | Q1 2026 | May 05, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 13,314 | 673 | 0.28% | 0.36% | 816 | -5,099 | -27.69% | Q1 2026 | May 07, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 13,206 | 667 | 0.04% | 0.03% | 817 | +1,461 | 12.44% | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 13,168 | 666 | 0.01% | 0.01% | 818 | -111 | -0.84% | Q1 2026 | Apr 15, 2026 |
| TBH Global Asset Management, LLC | History | New | 12,987 | 657 | 0.13% | — | 821 | +12,987 | New | Q1 2026 | Apr 22, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 13,000 | 657 | 0.38% | 0.57% | 820 | -6,500 | -33.33% | Q1 2026 | May 01, 2026 |
| Brio Consultants, LLC | History | Reduced | 13,026 | 657 | 0.08% | 0.1% | 819 | -2,571 | -16.48% | Q1 2026 | May 06, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 12,916 | 654 | 0.32% | 0.34% | 823 | -101 | -0.78% | Q1 2026 | Apr 15, 2026 |
| Royal Harbor Partners, LLC | History | No change | 12,936 | 654 | 0.22% | 0.22% | 822 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 12,765 | 646 | 0.17% | 0.17% | 824 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 12,746 | 644 | 0.55% | 0.55% | 825 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 12,644 | 639 | 0.31% | 0.75% | 826 | -19,719 | -60.93% | Q1 2026 | Apr 27, 2026 |
| Moors & Cabot, Inc. | History | Added to | 12,618 | 638 | 0.03% | 0.02% | 827 | +3,449 | 37.62% | Q1 2026 | May 08, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 12,558 | 635 | 0.09% | 0.14% | 828 | -7,850 | -38.47% | Q1 2026 | Apr 08, 2026 |
| Harpswell Capital Advisors, LLC | History | New | 12,488 | 632 | 0.47% | — | 829 | +12,488 | New | Q1 2026 | Apr 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 12,377 | 626 | 0.03% | 0.04% | 830 | -3,824 | -23.6% | Q1 2026 | Apr 15, 2026 |
| Argent Trust Co | History | Added to | 12,361 | 625 | 0.02% | 0.02% | 831 | +255 | 2.11% | Q1 2026 | May 13, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 12,334 | 624 | 0.09% | 0.09% | 832 | -1,636 | -11.71% | Q1 2026 | May 14, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 12,266 | 620 | 0.09% | 0.28% | 833 | -29,645 | -70.73% | Q1 2026 | Apr 13, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 12,256 | 620 | 0.22% | 0.24% | 834 | -804 | -6.16% | Q1 2026 | Apr 15, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 12,133 | 614 | 0.33% | 0.9% | 836 | -20,153 | -62.42% | Q1 2026 | May 12, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 12,144 | 614 | 0.06% | 0.07% | 835 | -1,464 | -10.76% | Q1 2026 | May 15, 2026 |
| Balboa Wealth Partners | History | Reduced | 12,033 | 608 | 0.1% | 0.13% | 837 | -2,995 | -19.93% | Q1 2026 | Apr 16, 2026 |
| URS Advisory LLC | History | Added to | 12,028 | 608 | 0.44% | 0.4% | 838 | +2,541 | 26.78% | Q1 2026 | Apr 23, 2026 |
| AGH Wealth Advisors, LLC | History | No change | 12,000 | 607 | 0.45% | 0.46% | 839 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 11,977 | 606 | 0.04% | 0.12% | 840 | -21,881 | -64.63% | Q1 2026 | Apr 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 11,939 | 604 | 0.02% | 0.02% | 841 | +469 | 4.09% | Q1 2026 | May 14, 2026 |
| Janney Capital Management LLC | History | No change | 11,850 | 599 | 0.04% | 0.04% | 842 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | Reduced | 11,783 | 596 | 0.04% | 0.05% | 843 | -1,117 | -8.66% | Q1 2026 | May 08, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 11,762 | 595 | 0.02% | 0.09% | 844 | +1,032 | 9.62% | Q1 2026 | May 14, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 11,698 | 592 | 0.09% | 0.1% | 845 | -649 | -5.26% | Q1 2026 | Apr 13, 2026 |
| RMR Wealth Builders | History | New | 11,667 | 590 | 0.05% | — | 846 | +11,667 | New | Q1 2026 | Apr 22, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 11,542 | 584 | 0.17% | 0.15% | 847 | +1,973 | 20.62% | Q1 2026 | Apr 06, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 11,556 | 584 | 0.59% | 0.65% | 848 | -1,233 | -9.64% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Added to | 11,527 | 582 | 0.04% | 0.04% | 849 | +919 | 8.66% | Q1 2026 | May 12, 2026 |
| McCartney Wealth Management LLC | History | New | 11,457 | 579 | 0.49% | — | 850 | +11,457 | New | Q1 2026 | May 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 11,399 | 575 | 0.06% | — | 851 | +11,399 | New | Q1 2026 | Apr 10, 2026 |
| Prossimo Advisors, LLC | History | No change | 11,248 | 569 | 3.46% | 3.66% | 852 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WealthShield Partners, LLC | History | Reduced | 11,169 | 565 | 0.06% | 0.06% | 853 | -290 | -2.53% | Q1 2026 | May 01, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 11,145 | 564 | 0.12% | 0.14% | 854 | -1,903 | -14.58% | Q1 2026 | May 12, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 11,095 | 561 | 0.13% | 0.13% | 855 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 10,994 | 556 | 0.13% | 0.14% | 857 | -376 | -3.31% | Q1 2026 | Apr 24, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 11,000 | 556 | 0.08% | 0.08% | 856 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 10,929 | 553 | 0.06% | 0.24% | 858 | -22,919 | -67.71% | Q1 2026 | May 15, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 10,800 | 546 | 0.45% | 0.46% | 859 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 10,708 | 541 | 0.54% | 0.82% | 860 | -5,446 | -33.71% | Q1 2026 | Apr 16, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 10,686 | 540 | 0.02% | 0.01% | 861 | +1,708 | 19.02% | Q1 2026 | Apr 28, 2026 |
| HORAN Wealth, LLC | History | Reduced | 10,628 | 537 | 0.05% | 0.08% | 862 | -11 | -0.1% | Q1 2026 | May 08, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 10,624 | 536 | 0.22% | 0.75% | 863 | -20,905 | -66.3% | Q1 2026 | May 04, 2026 |
| Carter Financial, LLC | History | New | 10,602 | 536 | 0.47% | — | 864 | +10,602 | New | Q1 2026 | May 13, 2026 |
| Mittelman Wealth Management | History | Added to | 10,525 | 532 | 0.33% | 0.31% | 865 | +1,066 | 11.27% | Q1 2026 | May 15, 2026 |
| Lee Financial Co | History | Added to | 10,459 | 529 | 0.07% | 0.07% | 867 | +857 | 8.93% | Q1 2026 | Apr 13, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 10,455 | 529 | 0.09% | 0.09% | 866 | +197 | 1.92% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | New | 10,336 | 521 | 0.11% | — | 869 | +10,336 | New | Q1 2026 | May 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 10,300 | 521 | 0.11% | 0.11% | 868 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 10,086 | 510 | 0.54% | 0.54% | 870 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 10,071 | 509 | 0.15% | 0.13% | 871 | +1,223 | 13.82% | Q1 2026 | May 05, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 9,973 | 504 | 0.03% | 0.04% | 872 | -3,218 | -24.4% | Q1 2026 | Apr 29, 2026 |
| Alhambra Investment Management LLC | History | No change | 9,862 | 499 | 0.23% | 0.23% | 873 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Glenview Trust Co | History | No change | 9,788 | 495 | 0.01% | 0.01% | 874 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 9,656 | 488 | 0.26% | 0.28% | 875 | -425 | -4.22% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 9,570 | 484 | 0.01% | 0.02% | 876 | -12,938 | -57.48% | Q1 2026 | May 05, 2026 |
| Retireful, LLC | History | Reduced | 9,511 | 481 | 0.68% | 0.64% | 877 | -475 | -4.76% | Q1 2026 | Apr 15, 2026 |
| Turn8 Private Wealth Inc. | History | New | 9,470 | 479 | 0.3% | — | 878 | +9,470 | New | Q1 2026 | Apr 27, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 9,442 | 477 | 0.03% | 0.03% | 879 | +921 | 10.81% | Q1 2026 | May 05, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 9,439 | 477 | 0.21% | 0.14% | 880 | +96 | 1.03% | Q1 2026 | Apr 09, 2026 |
| Oxinas Partners, LLC | History | Added to | 9,373 | 474 | 0.22% | 0.22% | 881 | +452 | 5.07% | Q1 2026 | Apr 10, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 9,267 | 468 | 0.07% | 0.08% | 883 | -1,821 | -16.42% | Q1 2026 | May 13, 2026 |
| Bell Bank | History | No change | 9,259 | 468 | 0.02% | 0.02% | 882 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Five Oceans Advisors | History | Added to | 9,207 | 465 | 0.17% | 0.16% | 884 | +120 | 1.32% | Q1 2026 | Apr 07, 2026 |
| MCF Advisors LLC | History | New | 8,907 | 450 | 0.02% | — | 885 | +8,907 | New | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 8,829 | 446 | 0.01% | 0.01% | 886 | -1,907 | -17.76% | Q1 2026 | May 15, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 8,816 | 446 | 0.07% | 0.06% | 887 | +470 | 5.63% | Q1 2026 | May 06, 2026 |
| Willow Financial LLC | History | Reduced | 8,712 | 440 | 0.45% | 4.06% | 888 | -70,243 | -88.97% | Q1 2026 | Apr 21, 2026 |
| TMB Capital Partners, LLC | History | Added to | 8,673 | 438 | 0.15% | 0.08% | 889 | +4,180 | 93.03% | Q1 2026 | May 08, 2026 |
| Wellment Financial | History | Reduced | 8,639 | 437 | 0.54% | 0.53% | 890 | -274 | -3.07% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 8,584 | 434 | 0.0% | — | 891 | +8,584 | New | Q1 2026 | May 13, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 8,561 | 433 | 0.1% | 0.11% | 892 | -1,599 | -15.74% | Q1 2026 | Apr 10, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 8,531 | 431 | 0.1% | 0.1% | 893 | -9 | -0.11% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 8,462 | 428 | 0.26% | 0.25% | 894 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 8,438 | 427 | 0.05% | — | 896 | +8,438 | New | Q1 2026 | May 12, 2026 |
| VeraBank, N.A. | History | Reduced | 8,453 | 427 | 0.08% | 0.1% | 895 | -2,525 | -23.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 8,419 | 426 | 0.04% | 0.04% | 897 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 8,400 | 425 | 0.0% | — | 898 | +8,400 | New | Q1 2026 | May 01, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 8,274 | 418 | 0.44% | 0.43% | 901 | -135 | -1.61% | Q1 2026 | May 12, 2026 |
| Maia Wealth LLC | History | Added to | 8,274 | 418 | 0.07% | 0.07% | 899 | +37 | 0.45% | Q1 2026 | May 08, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 8,262 | 418 | 0.06% | 0.06% | 900 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 8,257 | 417 | 0.15% | 0.18% | 902 | -1,594 | -16.18% | Q1 2026 | Apr 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 8,247 | 417 | 0.44% | 0.41% | 903 | +27 | 0.33% | Q1 2026 | Apr 16, 2026 |
| Prism Advisors, Inc. | History | Reduced | 8,227 | 416 | 0.11% | 4.14% | 904 | -298,875 | -97.32% | Q1 2026 | Apr 23, 2026 |
| BNB Wealth Management, LLC | History | No change | 8,193 | 414 | 0.27% | 0.27% | 905 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 8,171 | 413 | 0.03% | 0.03% | 906 | +68 | 0.84% | Q1 2026 | Apr 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 8,120 | 410 | 0.17% | 0.19% | 907 | -957 | -10.54% | Q1 2026 | May 05, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 8,077 | 408 | 0.05% | 0.05% | 908 | -10 | -0.12% | Q1 2026 | Apr 17, 2026 |
| Gerald Baker Financial Group LLC | History | New | 8,045 | 407 | 0.13% | — | 909 | +8,045 | New | Q1 2026 | May 06, 2026 |
| PENNEY FINANCIAL, LLC | History | New | 8,000 | 404 | 0.16% | — | 912 | +8,000 | New | Q1 2026 | Apr 22, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 7,985 | 404 | 0.03% | — | 911 | +7,985 | New | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | New | 7,982 | 404 | 0.0% | — | 910 | +7,982 | New | Q1 2026 | May 06, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 7,970 | 403 | 0.02% | 0.02% | 913 | +573 | 7.75% | Q1 2026 | May 11, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 7,932 | 401 | 0.03% | 0.04% | 914 | -468 | -5.57% | Q1 2026 | Apr 08, 2026 |
| Marble Wealth, LLC | History | New | 7,896 | 399 | 0.07% | — | 915 | +7,896 | New | Q1 2026 | May 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 7,862 | 397 | 0.0% | — | 916 | +7,862 | New | Q1 2026 | May 15, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 7,806 | 395 | 0.35% | — | 917 | +7,806 | New | Q1 2026 | May 07, 2026 |
| Platt Wealth Management LLC | History | Added to | 7,650 | 387 | 0.38% | 0.38% | 919 | +13 | 0.17% | Q1 2026 | May 01, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,658 | 387 | 0.02% | 0.02% | 918 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| One Degree Advisors Inc | History | Reduced | 7,600 | 384 | 0.1% | 0.16% | 920 | -4,263 | -35.94% | Q1 2026 | May 01, 2026 |
| Centerpoint Advisory Group | History | Reduced | 7,602 | 384 | 0.29% | 0.31% | 921 | -408 | -5.09% | Q1 2026 | Apr 29, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 7,565 | 382 | 0.12% | 0.52% | 922 | -22,871 | -75.14% | Q1 2026 | Apr 24, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 7,477 | 378 | 0.12% | 0.13% | 923 | -986 | -11.65% | Q1 2026 | Apr 06, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 7,418 | 375 | 0.03% | 0.03% | 924 | -475 | -6.02% | Q1 2026 | Apr 16, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 7,309 | 369 | 0.04% | 0.05% | 925 | +23 | 0.32% | Q1 2026 | Apr 22, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | Reduced | 7,262 | 367 | 0.33% | 0.29% | 926 | -230 | -3.07% | Q1 2026 | Apr 14, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 7,210 | 364 | 0.37% | 0.42% | 928 | -860 | -10.66% | Q1 2026 | May 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 7,207 | 364 | 0.02% | 0.02% | 927 | -316 | -4.2% | Q1 2026 | Apr 14, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 7,187 | 363 | 0.06% | — | 929 | +7,183 | 179575.0% | Q1 2026 | May 08, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 7,180 | 362 | 0.02% | 0.03% | 931 | -2,120 | -22.8% | Q1 2026 | Apr 20, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 7,168 | 362 | 0.0% | 0.0% | 930 | -106 | -1.46% | Q1 2026 | May 14, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 7,120 | 360 | 0.32% | 0.68% | 932 | -8,998 | -55.83% | Q1 2026 | May 01, 2026 |
| Clear Trail Advisors, LLC | History | Reduced | 7,076 | 358 | 0.06% | 0.11% | 935 | -2,392 | -25.26% | Q1 2026 | Apr 17, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 7,076 | 358 | 0.09% | 0.1% | 933 | -770 | -9.81% | Q1 2026 | May 05, 2026 |
| Granite Group Advisors, LLC | History | Added to | 7,110 | 358 | 0.22% | 0.2% | 934 | +13 | 0.18% | Q1 2026 | Apr 14, 2026 |
| Elevated Financial Group LLC | History | Added to | 7,046 | 356 | 0.12% | 0.12% | 936 | +126 | 1.82% | Q1 2026 | May 11, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 7,018 | 355 | 0.09% | 0.11% | 937 | -463 | -6.19% | Q1 2026 | May 06, 2026 |
| Fortress Financial Solutions, LLC | History | New | 6,979 | 353 | 0.37% | — | 938 | +6,979 | New | Q1 2026 | May 04, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 6,940 | 351 | 0.01% | 0.01% | 939 | -1,068 | -13.34% | Q1 2026 | Apr 15, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 6,872 | 347 | 0.32% | 0.36% | 940 | -560 | -7.53% | Q1 2026 | May 11, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 6,843 | 346 | 0.1% | 0.11% | 942 | -876 | -11.35% | Q1 2026 | Apr 23, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 6,850 | 346 | 0.03% | 0.03% | 941 | +600 | 9.6% | Q1 2026 | May 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 6,798 | 344 | 0.05% | 0.07% | 943 | -2,295 | -25.24% | Q1 2026 | May 08, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 6,780 | 343 | 0.23% | 0.16% | 944 | +2,130 | 45.81% | Q1 2026 | Apr 23, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 6,776 | 342 | 0.21% | 0.22% | 946 | -500 | -6.87% | Q1 2026 | May 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 6,773 | 342 | 0.1% | 0.11% | 945 | -495 | -6.81% | Q1 2026 | Apr 13, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 6,746 | 341 | 0.09% | 0.1% | 948 | -253 | -3.61% | Q1 2026 | Apr 27, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 6,746 | 341 | 0.12% | 0.11% | 947 | +68 | 1.02% | Q1 2026 | May 12, 2026 |
| RCW Management, LLC | History | No change | 6,745 | 341 | 0.35% | 0.34% | 949 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 6,720 | 340 | 0.09% | 0.17% | 950 | -5,584 | -45.38% | Q1 2026 | Apr 22, 2026 |
| Redwood Financial Network Corp | History | Reduced | 6,711 | 339 | 0.22% | 0.31% | 951 | -2,940 | -30.46% | Q1 2026 | May 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 6,689 | 338 | 0.06% | 0.05% | 952 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 6,666 | 337 | 0.02% | 0.06% | 953 | -12,015 | -64.32% | Q1 2026 | Apr 22, 2026 |
| Balefire, LLC | History | Reduced | 6,626 | 335 | 0.06% | 0.07% | 954 | -377 | -5.38% | Q1 2026 | May 07, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,589 | 333 | 0.0% | — | 956 | +6,589 | New | Q1 2026 | May 12, 2026 |
| SUMMITRY LLC | History | New | 6,585 | 333 | 0.01% | — | 955 | +6,585 | New | Q1 2026 | May 22, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 6,555 | 331 | 0.02% | 0.02% | 957 | -115 | -1.72% | Q1 2026 | Apr 27, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 6,435 | 325 | 0.19% | — | 961 | +6,435 | New | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 6,422 | 325 | 0.0% | 0.01% | 959 | -2,143 | -25.02% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 6,422 | 325 | 0.01% | 0.02% | 960 | -2,143 | -25.02% | Q1 2026 | Apr 27, 2026 |
| Ironvine Capital Partners, LLC | History | No change | 6,441 | 325 | 0.04% | 0.03% | 958 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 6,384 | 323 | 0.34% | 0.36% | 963 | -806 | -11.21% | Q1 2026 | May 13, 2026 |
| Montecito Bank & Trust | History | Reduced | 6,393 | 323 | 0.05% | 0.05% | 962 | -60 | -0.93% | Q1 2026 | Apr 16, 2026 |
| EPG Wealth Management LLC | History | Added to | 6,351 | 321 | 0.09% | 0.09% | 964 | +35 | 0.55% | Q1 2026 | May 07, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 6,339 | 320 | 0.04% | 0.23% | 965 | -28,151 | -81.62% | Q1 2026 | May 04, 2026 |
| PlanVest Financial, Inc | History | New | 6,339 | 320 | 0.24% | — | 968 | +6,339 | New | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 6,324 | 320 | 0.02% | 0.03% | 966 | -975 | -13.36% | Q1 2026 | May 05, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 6,340 | 320 | 0.04% | 0.04% | 967 | +280 | 4.62% | Q1 2026 | Apr 21, 2026 |
| BostonPremier Wealth LLC | History | Added to | 6,248 | 316 | 0.16% | 0.15% | 969 | +434 | 7.46% | Q1 2026 | Apr 10, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 6,236 | 315 | 0.09% | 0.08% | 971 | -23 | -0.37% | Q1 2026 | Apr 16, 2026 |
| Orion Capital Management LLC | History | Added to | 6,237 | 315 | 0.11% | 0.11% | 970 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 6,106 | 309 | 0.0% | 0.0% | 972 | -2,113 | -25.71% | Q1 2026 | May 06, 2026 |
| Inscription Capital, LLC | History | Reduced | 6,032 | 305 | 0.03% | 0.03% | 973 | -193 | -3.1% | Q1 2026 | Apr 20, 2026 |
| Emerald Advisors, LLC | History | Added to | 6,009 | 304 | 0.04% | 0.04% | 974 | +19 | 0.32% | Q1 2026 | Apr 23, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 5,993 | 303 | 0.03% | 0.06% | 976 | -5,547 | -48.07% | Q1 2026 | Apr 29, 2026 |
| Gemmer Asset Management LLC | History | No change | 6,000 | 303 | 0.02% | 0.02% | 975 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bank of Jackson Hole Trust | History | No change | 5,944 | 300 | 0.15% | 0.14% | 977 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 5,861 | 296 | 0.02% | 0.04% | 978 | +111 | 1.93% | Q1 2026 | May 15, 2026 |
| Slagle Financial, LLC | History | Reduced | 5,835 | 295 | 0.1% | 0.11% | 981 | -642 | -9.91% | Q1 2026 | May 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 5,840 | 295 | 0.01% | 0.01% | 979 | +362 | 6.61% | Q1 2026 | May 15, 2026 |
| NCM Capital Management, LLC | History | No change | 5,848 | 295 | 0.11% | 0.11% | 980 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 5,811 | 293 | 0.01% | 0.02% | 982 | -1,331 | -18.64% | Q1 2026 | May 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 5,787 | 292 | 0.08% | 0.1% | 983 | -2,110 | -26.72% | Q1 2026 | Apr 28, 2026 |
| Live Oak Investment Partners | History | Reduced | 5,758 | 291 | 0.17% | 0.53% | 986 | -11,371 | -66.38% | Q1 2026 | Apr 29, 2026 |
| Haverford Trust Co | History | Reduced | 5,750 | 291 | 0.0% | 0.0% | 984 | -3,000 | -34.29% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Added to | 5,765 | 291 | 0.03% | 0.03% | 985 | +19 | 0.33% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 5,676 | 287 | 0.02% | 0.02% | 987 | -1,000 | -14.98% | Q1 2026 | Apr 15, 2026 |
| Aull & Monroe Investment Management Corp | History | Reduced | 5,690 | 287 | 0.13% | 0.17% | 988 | -994 | -14.87% | Q1 2026 | Apr 21, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 5,655 | 286 | 0.08% | 0.05% | 989 | +1,700 | 42.98% | Q1 2026 | Apr 27, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 5,643 | 285 | 0.17% | 0.16% | 990 | +51 | 0.91% | Q1 2026 | May 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 5,630 | 284 | 0.03% | 0.04% | 991 | +1,159 | 25.92% | Q1 2026 | Apr 17, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 5,599 | 283 | 0.06% | 0.06% | 992 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Csenge Advisory Group | History | Reduced | 5,564 | 281 | 0.01% | 0.03% | 993 | -9,367 | -62.74% | Q1 2026 | Apr 30, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 5,569 | 281 | 0.14% | 0.13% | 994 | +244 | 4.58% | Q1 2026 | May 12, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 5,544 | 280 | 0.09% | 0.13% | 996 | -1,768 | -24.18% | Q1 2026 | Apr 23, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 5,542 | 280 | 0.09% | 0.09% | 995 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FAGAN ASSOCIATES, INC. | History | New | 5,460 | 276 | 0.04% | — | 998 | +5,460 | New | Q1 2026 | May 04, 2026 |
| InTrack Investment Management Inc | History | No change | 5,459 | 276 | 0.16% | 0.15% | 997 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 5,441 | 275 | 0.16% | 0.16% | 999 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | New | 5,400 | 273 | 0.0% | — | 1001 | +5,400 | New | Q1 2026 | Apr 22, 2026 |
| Everest Financial Group LLC | History | Reduced | 5,399 | 273 | 0.04% | 0.06% | 1000 | -58 | -1.06% | Q1 2026 | May 15, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 5,384 | 272 | 0.06% | 0.06% | 1002 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SVB WEALTH LLC | History | Reduced | 5,371 | 271 | 0.02% | 0.04% | 1003 | -6,532 | -54.88% | Q1 2026 | Apr 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 5,347 | 270 | 0.02% | 0.02% | 1004 | +370 | 7.43% | Q1 2026 | Apr 27, 2026 |
| Prentice Wealth Management LLC | History | Reduced | 5,323 | 269 | 0.06% | 0.54% | 1005 | -41,684 | -88.68% | Q1 2026 | Apr 17, 2026 |
| CWC Advisors, LLC. | History | Reduced | 5,286 | 267 | 0.13% | 0.13% | 1006 | -82 | -1.53% | Q1 2026 | Apr 16, 2026 |
| Integrated Capital Management, LLC | History | Added to | 5,233 | 264 | 0.11% | 0.11% | 1007 | +137 | 2.69% | Q1 2026 | Apr 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 5,209 | 263 | 0.0% | 0.0% | 1008 | -89 | -1.68% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,200 | 263 | 0.0% | 0.0% | 1009 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OneAscent Family Office, LLC | History | Added to | 5,180 | 262 | 0.18% | 0.15% | 1010 | +946 | 22.34% | Q1 2026 | Apr 21, 2026 |
| Riverstone Advisors, LLC | History | New | 5,132 | 259 | 0.13% | — | 1012 | +5,132 | New | Q1 2026 | Apr 21, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 5,121 | 259 | 0.18% | 0.19% | 1011 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 5,116 | 258 | 0.09% | 0.09% | 1013 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Carrera Capital Advisors | History | Added to | 5,079 | 257 | 0.04% | 0.04% | 1015 | +181 | 3.7% | Q1 2026 | May 04, 2026 |
| Ascent Group, LLC | History | Added to | 5,094 | 257 | 0.01% | 0.01% | 1014 | +42 | 0.83% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | New | 5,000 | 253 | 0.0% | — | 1018 | +5,000 | New | Q1 2026 | May 06, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 5,003 | 253 | 0.14% | 0.13% | 1017 | +243 | 5.11% | Q1 2026 | Apr 24, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 5,000 | 253 | 0.04% | 0.04% | 1016 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | New | 4,995 | 252 | 0.07% | — | 1020 | +4,995 | New | Q1 2026 | May 07, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 5,000 | 252 | 0.07% | 0.09% | 1019 | -1,311 | -20.77% | Q1 2026 | Apr 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 4,940 | 250 | 0.18% | 0.49% | 1022 | -6,882 | -58.21% | Q1 2026 | Apr 27, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 4,948 | 250 | 0.11% | 0.11% | 1021 | -202 | -3.92% | Q1 2026 | Apr 30, 2026 |
| Hershey Financial Advisers, LLC | History | New | 4,927 | 249 | 0.22% | — | 1025 | +4,927 | New | Q1 2026 | May 06, 2026 |
| Daviman Financial, LLC | History | Reduced | 4,938 | 249 | 0.15% | 0.15% | 1024 | -271 | -5.2% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,925 | 249 | 0.07% | 0.07% | 1023 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 4,910 | 248 | 0.02% | — | 1027 | +4,910 | New | Q1 2026 | Apr 30, 2026 |
| LongView Wealth Management | History | Added to | 4,911 | 248 | 0.06% | 0.06% | 1026 | +27 | 0.55% | Q1 2026 | Apr 15, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 4,861 | 246 | 0.11% | 0.11% | 1028 | +1 | 0.02% | Q1 2026 | Apr 29, 2026 |
| American Money Management, LLC | History | Added to | 4,843 | 245 | 0.04% | 0.04% | 1029 | +48 | 1.0% | Q1 2026 | May 11, 2026 |
| Indivisible Partners | History | Added to | 4,805 | 243 | 0.02% | 0.02% | 1032 | +753 | 18.58% | Q1 2026 | Apr 30, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 4,811 | 243 | 0.02% | 0.02% | 1030 | -714 | -12.92% | Q1 2026 | May 15, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 4,819 | 243 | 0.1% | 0.11% | 1031 | +49 | 1.03% | Q1 2026 | Apr 08, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 4,800 | 242 | 0.07% | 0.06% | 1033 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PMV Capital Advisers, LLC | History | Reduced | 4,764 | 241 | 0.41% | 0.54% | 1035 | -1,143 | -19.35% | Q1 2026 | Apr 16, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 4,776 | 241 | 0.05% | 0.04% | 1034 | -55 | -1.14% | Q1 2026 | May 14, 2026 |
| Palatine Hill Wealth Management, LLC | History | Reduced | 4,755 | 240 | 0.21% | 0.3% | 1036 | -2,697 | -36.19% | Q1 2026 | May 08, 2026 |
| VVR Holdings LLC | History | New | 4,729 | 239 | 0.12% | — | 1037 | +4,729 | New | Q1 2026 | Apr 16, 2026 |
| NorthRock Partners, LLC | History | Reduced | 4,695 | 237 | 0.0% | 0.0% | 1038 | -412 | -8.07% | Q1 2026 | May 15, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | New | 4,672 | 236 | 0.12% | — | 1039 | +4,672 | New | Q1 2026 | Apr 22, 2026 |
| ETF Store, Inc. | History | Added to | 4,657 | 235 | 0.23% | 0.23% | 1040 | +198 | 4.44% | Q1 2026 | Apr 30, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 4,642 | 234 | 0.23% | 0.54% | 1042 | -6,278 | -57.49% | Q1 2026 | May 13, 2026 |
| Prota Financial, LLC | History | Added to | 4,637 | 234 | 0.17% | 0.16% | 1043 | +205 | 4.63% | Q1 2026 | Apr 09, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 4,630 | 234 | 0.08% | 0.08% | 1041 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 4,618 | 233 | 0.01% | — | 1044 | +4,618 | New | Q1 2026 | Apr 22, 2026 |
| Troutman Wealth Management, LLC | History | Added to | 4,594 | 232 | 0.19% | 0.19% | 1045 | +19 | 0.42% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 4,580 | 231 | 0.0% | 0.0% | 1046 | +3,530 | 336.19% | Q1 2026 | May 13, 2026 |
| K2 Financial Inc. | History | Added to | 4,539 | 229 | 0.17% | 0.17% | 1047 | +125 | 2.83% | Q1 2026 | Apr 28, 2026 |
| Sincerus Advisory, LLC | History | New | 4,520 | 228 | 0.17% | — | 1048 | +4,520 | New | Q1 2026 | Apr 06, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,481 | 226 | 0.01% | — | 1049 | +4,481 | New | Q1 2026 | May 14, 2026 |
| Aurdan Capital Management, LLC | History | Reduced | 4,444 | 224 | 0.07% | 0.08% | 1050 | -993 | -18.26% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | New | 4,426 | 223 | 0.0% | — | 1052 | +4,426 | New | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 4,410 | 223 | 0.0% | 0.0% | 1051 | -3,080 | -41.12% | Q1 2026 | May 11, 2026 |
| IFG Advisors, LLC | History | Added to | 4,390 | 222 | 0.04% | 0.04% | 1053 | +45 | 1.04% | Q1 2026 | Apr 09, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 4,335 | 219 | 0.07% | 0.07% | 1054 | +19 | 0.44% | Q1 2026 | Apr 23, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 4,244 | 214 | 0.13% | 0.21% | 1055 | -2,366 | -35.79% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 4,209 | 213 | 0.03% | 0.03% | 1056 | -384 | -8.36% | Q1 2026 | Apr 24, 2026 |
| Leslie Global Wealth, LLC | History | New | 4,205 | 212 | 0.11% | — | 1058 | +4,205 | New | Q1 2026 | May 15, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 4,202 | 212 | 0.05% | 0.05% | 1057 | +143 | 3.52% | Q1 2026 | Apr 17, 2026 |
| Hills Bank & Trust Co | History | No change | 4,174 | 211 | 0.01% | 0.01% | 1059 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,154 | 210 | 0.01% | 0.01% | 1061 | -495 | -10.65% | Q1 2026 | May 11, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 4,157 | 210 | 0.03% | 0.03% | 1060 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 4,146 | 209 | 0.05% | — | 1062 | +4,146 | New | Q1 2026 | May 04, 2026 |
| BKM Wealth Management, LLC | History | New | 4,113 | 208 | 0.08% | — | 1065 | +4,113 | New | Q1 2026 | Apr 22, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 4,114 | 208 | 0.05% | 0.07% | 1063 | -1,559 | -27.48% | Q1 2026 | Apr 28, 2026 |
| Sunflower Bank, N.A. | History | No change | 4,115 | 208 | 0.05% | 0.05% | 1064 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BlackRock, Inc. | History | Reduced | 4,101 | 207 | 0.0% | 0.0% | 1067 | -309 | -7.01% | Q1 2026 | May 13, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 4,100 | 207 | 0.02% | 0.02% | 1066 | -22 | -0.53% | Q1 2026 | May 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | New | 4,083 | 206 | 0.01% | — | 1069 | +4,083 | New | Q1 2026 | May 12, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 4,071 | 206 | 0.15% | 0.16% | 1068 | -137 | -3.26% | Q1 2026 | Apr 22, 2026 |
| Lighthouse Wealth Management Inc. | History | New | 4,052 | 205 | 0.14% | — | 1070 | +4,052 | New | Q1 2026 | Apr 23, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 4,039 | 204 | 0.01% | 0.01% | 1071 | +85 | 2.15% | Q1 2026 | Apr 28, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 4,015 | 203 | 0.09% | 0.09% | 1072 | -118 | -2.86% | Q1 2026 | Apr 16, 2026 |
| Front Row Advisors LLC | History | No change | 4,000 | 202 | 0.07% | 0.07% | 1073 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 4,000 | 202 | 0.01% | 0.01% | 1074 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Equita Financial Network, Inc. | History | New | 3,980 | 201 | 0.06% | — | 1075 | +3,980 | New | Q1 2026 | Apr 23, 2026 |
| Venturi Wealth Management, LLC | History | New | 3,970 | 200 | 0.01% | — | 1077 | +3,970 | New | Q1 2026 | Apr 21, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | New | 3,961 | 200 | 0.08% | — | 1078 | +3,961 | New | Q1 2026 | Apr 29, 2026 |
| Canton Hathaway, LLC | History | No change | 3,953 | 200 | 0.04% | 0.04% | 1076 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Northwest Capital Management Inc | History | No change | 3,929 | 198 | 0.86% | 0.86% | 1079 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hurley Capital, LLC | History | Added to | 3,900 | 197 | 0.11% | 0.09% | 1080 | +760 | 24.2% | Q1 2026 | May 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 3,882 | 195 | 0.01% | 0.01% | 1081 | +1,312 | 51.05% | Q1 2026 | Apr 27, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 3,781 | 191 | 0.02% | 0.03% | 1082 | -1,773 | -31.92% | Q1 2026 | Apr 17, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,615 | 182 | 0.01% | 0.02% | 1083 | -3,771 | -51.06% | Q1 2026 | Apr 24, 2026 |
| Destiny Wealth Partners, LLC | History | New | 3,556 | 179 | 0.02% | — | 1084 | +3,556 | New | Q1 2026 | May 11, 2026 |
| ATWOOD & PALMER INC | History | No change | 3,500 | 177 | 0.01% | 0.01% | 1085 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fairway Wealth LLC | History | Reduced | 3,479 | 176 | 0.05% | 0.05% | 1086 | -98 | -2.74% | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | Reduced | 3,458 | 175 | 0.01% | 0.01% | 1087 | -100 | -2.81% | Q1 2026 | Apr 30, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,475 | 175 | 0.06% | 0.06% | 1088 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ALERUS FINANCIAL NA | History | New | 3,397 | 171 | 0.01% | — | 1089 | +3,397 | New | Q1 2026 | May 12, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,367 | 170 | 0.14% | 0.14% | 1090 | +33 | 0.99% | Q1 2026 | Apr 22, 2026 |
| Oakworth Capital, Inc. | History | Added to | 3,292 | 166 | 0.01% | 0.0% | 1091 | +3,000 | 1027.4% | Q1 2026 | Apr 24, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,131 | 158 | 0.0% | 0.0% | 1092 | +2,375 | 314.15% | Q1 2026 | May 05, 2026 |
| WPG Advisers, LLC | History | Added to | 3,131 | 158 | 0.12% | 0.12% | 1093 | +5 | 0.16% | Q1 2026 | Apr 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 3,102 | 156 | 0.01% | 0.02% | 1094 | -882 | -22.14% | Q1 2026 | Apr 23, 2026 |
| WFA of San Diego, LLC | History | Added to | 3,070 | 155 | 0.12% | 0.11% | 1095 | +4 | 0.13% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,053 | 154 | 0.0% | 0.0% | 1096 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KM Capital Management Ltd. | History | New | 2,955 | 149 | 0.1% | — | 1097 | +2,955 | New | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | Added to | 2,884 | 145 | 0.12% | 0.12% | 1098 | +9 | 0.31% | Q1 2026 | Mar 31, 2026 |
| PFS Partners, LLC | History | No change | 2,766 | 139 | 0.06% | 0.06% | 1099 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 2,652 | 134 | 0.1% | 0.01% | 1100 | +2,450 | 1212.87% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,490 | 126 | 0.0% | 0.0% | 1101 | -2,325 | -48.29% | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,339 | 118 | 0.04% | 0.04% | 1102 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 2,246 | 113 | 0.03% | 0.07% | 1103 | -1,320 | -37.02% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 2,246 | 113 | 0.03% | 0.03% | 1104 | +277 | 14.07% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 2,203 | 111 | 0.04% | 0.05% | 1106 | -210 | -8.7% | Q1 2026 | May 01, 2026 |
| Capital Investment Counsel, Inc | History | No change | 2,207 | 111 | 0.01% | 0.01% | 1105 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Main Management LLC | History | No change | 2,167 | 110 | 0.01% | 0.01% | 1107 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 2,126 | 107 | 0.11% | 0.07% | 1108 | +863 | 68.33% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,106 | 106 | 0.0% | 0.0% | 1109 | +2,068 | 5442.11% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | No change | 2,092 | 105 | 0.0% | 0.0% | 1110 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,013 | 101 | 0.02% | 0.02% | 1111 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Archer Investment Corp | History | No change | 1,991 | 100 | 0.02% | 0.02% | 1112 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,966 | 99 | 0.04% | 0.03% | 1113 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Peck Wealth Management, LLC | History | No change | 1,958 | 99 | 0.1% | 0.09% | 1114 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,832 | 92 | 0.01% | 0.01% | 1115 | +10 | 0.55% | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 1,770 | 89 | 0.05% | 0.06% | 1116 | -161 | -8.34% | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | New | 1,661 | 84 | 0.02% | — | 1118 | +1,661 | New | Q1 2026 | Apr 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,670 | 84 | 0.0% | 0.0% | 1117 | +1,195 | 251.58% | Q1 2026 | Apr 13, 2026 |
| Brentview Investment Management LLC | History | New | 1,500 | 75 | 0.03% | — | 1119 | +1,500 | New | Q1 2026 | May 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 1,477 | 74 | 0.01% | 0.01% | 1120 | -1,490 | -50.22% | Q1 2026 | Apr 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,475 | 74 | 0.01% | — | 1121 | +1,475 | New | Q1 2026 | May 06, 2026 |
| Frankly Finances, LLC | History | New | 1,425 | 72 | 0.07% | — | 1123 | +1,425 | New | Q1 2026 | Apr 29, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,427 | 72 | 0.01% | 0.01% | 1122 | -53 | -3.58% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,370 | 69 | 0.03% | 0.04% | 1124 | +14 | 1.03% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 1,275 | 64 | 0.01% | 0.01% | 1125 | +296 | 30.23% | Q1 2026 | Apr 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,263 | 63 | 0.0% | — | 1126 | +1,263 | New | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | Reduced | 1,224 | 61 | 0.0% | 0.0% | 1127 | -45 | -3.55% | Q1 2026 | Apr 21, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,217 | 61 | 0.02% | 0.02% | 1128 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 1,200 | 60 | 0.02% | 0.02% | 1129 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | New | 1,031 | 52 | 0.03% | — | 1132 | +1,031 | New | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,047 | 52 | 0.0% | 0.0% | 1130 | +304 | 40.92% | Q1 2026 | Apr 27, 2026 |
| Winch Advisory Services, LLC | History | No change | 1,039 | 52 | 0.01% | 0.01% | 1131 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | No change | 1,000 | 50 | 0.0% | 0.0% | 1133 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rossmore Private Capital | History | No change | 1,000 | 50 | 0.0% | 0.0% | 1134 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 910 | 46 | 0.01% | 0.0% | 1135 | +7 | 0.78% | Q1 2026 | Apr 16, 2026 |
| First Pacific Financial | History | Reduced | 907 | 45 | 0.01% | 0.01% | 1136 | -182 | -16.71% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 897 | 45 | 0.01% | 0.01% | 1137 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TopTier Wealth Management, LLC | History | New | 882 | 44 | 0.03% | — | 1138 | +882 | New | Q1 2026 | May 05, 2026 |
| PROTECTIVE LIFE CORP | History | New | 862 | 43 | 0.14% | — | 1141 | +862 | New | Q1 2026 | May 13, 2026 |
| Rice Partnership, LLC | History | Added to | 855 | 43 | 0.01% | 0.0% | 1140 | +655 | 327.5% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | No change | 858 | 43 | 0.0% | 0.01% | 1139 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Nemes Rush Group LLC | History | New | 846 | 42 | 0.0% | — | 1143 | +846 | New | Q1 2026 | Apr 21, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 837 | 42 | 0.0% | 0.0% | 1142 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 766 | 38 | 0.0% | 0.0% | 1144 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SageView Advisory Group, LLC | History | No change | 765 | 38 | 0.0% | 0.0% | 1145 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 732 | 37 | 0.04% | 0.04% | 1146 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BARD ASSOCIATES INC | History | New | 717 | 36 | 0.01% | — | 1147 | +717 | New | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | No change | 706 | 35 | 0.0% | 0.0% | 1148 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | New | 668 | 33 | 0.0% | — | 1149 | +668 | New | Q1 2026 | May 14, 2026 |
| Motiv8 Investments LLC | History | No change | 631 | 32 | 0.02% | 0.02% | 1150 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 625 | 31 | 0.0% | 0.0% | 1151 | +9 | 1.46% | Q1 2026 | May 06, 2026 |
| Copia Wealth Management | History | Reduced | 592 | 29 | 0.02% | 0.03% | 1154 | -259 | -30.43% | Q1 2026 | May 04, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 591 | 29 | 0.01% | 0.01% | 1152 | +4 | 0.68% | Q1 2026 | Apr 10, 2026 |
| SITTNER & NELSON, LLC | History | No change | 588 | 29 | 0.01% | 0.01% | 1153 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 556 | 28 | 0.0% | 0.0% | 1155 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CHELSEA COUNSEL CO | History | No change | 485 | 24 | 0.01% | 0.01% | 1156 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CVA Family Office, LLC | History | No change | 451 | 22 | 0.0% | 0.0% | 1157 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 408 | 21 | 0.0% | 0.0% | 1158 | +386 | 1754.55% | Q1 2026 | May 01, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 419 | 21 | 0.01% | 0.01% | 1159 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Community Bank, N.A. | History | No change | 400 | 20 | 0.0% | 0.0% | 1160 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 391 | 19 | 0.0% | 0.0% | 1161 | +255 | 187.5% | Q1 2026 | May 01, 2026 |
| Coston, McIsaac & Partners | History | No change | 336 | 17 | 0.0% | 0.0% | 1162 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hughes Financial Services, LLC | History | No change | 335 | 16 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CURIO WEALTH, LLC | History | No change | 312 | 15 | 0.01% | 0.01% | 1164 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Eukles Asset Management | History | No change | 280 | 14 | 0.01% | 0.01% | 1165 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| YANKCOM Partnership | History | New | 275 | 13 | 0.01% | — | 1167 | +275 | New | Q1 2026 | Apr 20, 2026 |
| Hickory Point Bank & Trust | History | New | 260 | 13 | 0.01% | — | 1168 | +260 | New | Q1 2026 | Apr 03, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 264 | 13 | 0.0% | 0.0% | 1166 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 255 | 12 | 0.0% | 0.01% | 1170 | -220 | -46.32% | Q1 2026 | Apr 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 246 | 12 | 0.01% | 0.01% | 1171 | +3 | 1.23% | Q1 2026 | Apr 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 250 | 12 | 0.0% | 0.0% | 1169 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 229 | 11 | 0.01% | 0.01% | 1174 | -198 | -46.37% | Q1 2026 | May 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 232 | 11 | 0.0% | 0.0% | 1172 | -90 | -27.95% | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 225 | 11 | 0.0% | 0.0% | 1173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pandora Wealth, Inc. | History | No change | 235 | 11 | 0.01% | 0.01% | 1175 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 198 | 10 | 0.0% | 0.0% | 1176 | -496 | -71.47% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 188 | 9 | 0.0% | 0.0% | 1177 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 195 | 9 | 0.0% | 0.0% | 1178 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 165 | 8 | 0.01% | — | 1181 | +165 | New | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 166 | 8 | 0.0% | 0.0% | 1179 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Investors Research Corp | History | No change | 172 | 8 | 0.0% | 0.0% | 1180 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Financial Life Planners | History | New | 157 | 7 | 0.01% | — | 1184 | +157 | New | Q1 2026 | Apr 24, 2026 |
| Basepoint Wealth LLC | History | Added to | 149 | 7 | 0.0% | 0.0% | 1183 | +79 | 112.86% | Q1 2026 | May 07, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 150 | 7 | 0.0% | 0.0% | 1182 | -40 | -21.05% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | New | 122 | 6 | 0.0% | — | 1186 | +122 | New | Q1 2026 | May 15, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 120 | 6 | 0.02% | 0.02% | 1185 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | New | 100 | 5 | 0.0% | — | 1187 | +100 | New | Q1 2026 | May 08, 2026 |
| Main Street Group, LTD | History | New | 100 | 5 | 0.0% | — | 1188 | +100 | New | Q1 2026 | May 06, 2026 |
| Hilltop National Bank | History | Reduced | 97 | 4 | 0.0% | 0.0% | 1190 | -294 | -75.19% | Q1 2026 | Apr 02, 2026 |
| Navigoe, LLC | History | New | 95 | 4 | 0.0% | — | 1191 | +95 | New | Q1 2026 | May 01, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 94 | 4 | 0.0% | 0.0% | 1189 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Operose Advisors LLC | History | Reduced | 62 | 3 | 0.0% | 0.01% | 1194 | -746 | -92.33% | Q1 2026 | May 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 75 | 3 | 0.0% | — | 1196 | +75 | New | Q1 2026 | Apr 17, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 63 | 3 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 72 | 3 | 0.0% | 0.0% | 1193 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 62 | 3 | 0.0% | 0.0% | 1195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | New | 49 | 2 | 0.0% | — | 1201 | +49 | New | Q1 2026 | Apr 10, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 38 | 2 | 0.0% | — | 1197 | +29 | 322.22% | Q1 2026 | May 07, 2026 |
| Rakuten Securities, Inc. | History | Added to | 50 | 2 | 0.0% | 0.0% | 1198 | +11 | 28.21% | Q1 2026 | May 01, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 41 | 2 | 0.0% | 0.0% | 1199 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 40 | 2 | 0.0% | 0.0% | 1200 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TSFG, LLC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 1203 | -276 | -91.39% | Q1 2026 | Apr 27, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 31 | 1 | 0.01% | 0.04% | 1208 | -122 | -79.74% | Q1 2026 | May 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 32 | 1 | 0.0% | — | 1209 | +32 | New | Q1 2026 | May 11, 2026 |
| Pacific Center for Financial Services | History | New | 28 | 1 | 0.0% | — | 1211 | +28 | New | Q1 2026 | May 12, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 27 | 1 | 0.0% | — | 1212 | +27 | New | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | New | 25 | 1 | 0.0% | — | 1210 | +25 | New | Q1 2026 | Apr 13, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 1202 | -7 | -18.42% | Q1 2026 | May 01, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 37 | 1 | 0.0% | 0.0% | 1204 | +1 | 2.78% | Q1 2026 | Apr 24, 2026 |
| New Millennium Group LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 1205 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 1206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 1207 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| John A. Wolfe & Associates, Inc. | History | Closed out | 0 | 0 | — | 34.31% | — | -1,255,984 | -100.0% | Q1 2026 | May 04, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 1.25% | — | -275,791 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 3.29% | — | -272,740 | -100.0% | Q1 2026 | May 04, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 2.14% | — | -238,607 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.28% | — | -224,965 | -100.0% | Q1 2026 | May 15, 2026 |
| VanWeelden Wealth Management, LLC | History | Closed out | 0 | 0 | — | 7.42% | — | -186,852 | -100.0% | Q1 2026 | May 12, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -159,806 | -100.0% | Q1 2026 | May 12, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 3.36% | — | -100,209 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Wealth Advisors of Iowa, LLC | History | Closed out | 0 | 0 | — | 1.66% | — | -99,858 | -100.0% | Q1 2026 | May 13, 2026 |
| Bauman Advisory Group, LLC | History | Closed out | 0 | 0 | — | 3.67% | — | -89,932 | -100.0% | Q1 2026 | May 06, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.68% | — | -89,473 | -100.0% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -82,206 | -100.0% | Q1 2026 | May 15, 2026 |
| Mezzasalma Advisors, LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -80,646 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Mills Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 1.29% | — | -64,873 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -39,503 | -100.0% | Q1 2026 | May 14, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 1.28% | — | -32,551 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ProCore Advisors, LLC | History | Closed out | 0 | 0 | — | 1.13% | — | -21,859 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.08% | — | -21,857 | -100.0% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,292 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -17,580 | -100.0% | Q1 2026 | May 01, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -15,383 | -100.0% | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -13,509 | -100.0% | Q1 2026 | May 04, 2026 |
| INTREPID FAMILY OFFICE LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -12,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.03% | — | -11,635 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,545 | -100.0% | Q1 2026 | May 15, 2026 |
| FMA Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -9,282 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,006 | -100.0% | Q1 2026 | Apr 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,503 | -100.0% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,626 | -100.0% | Q1 2026 | May 15, 2026 |
| Able Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,450 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Joel Isaacson & Co., LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,403 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Mendel Money Management | History | Closed out | 0 | 0 | — | 0.15% | — | -7,084 | -100.0% | Q1 2026 | May 04, 2026 |
| ZEGA Investments, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,753 | -100.0% | Q1 2026 | May 08, 2026 |
| Stonehearth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,681 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,459 | -100.0% | Q1 2026 | May 20, 2026 |
| New Capital Management LP | History | Closed out | 0 | 0 | — | 0.08% | — | -6,456 | -100.0% | Q1 2026 | Apr 14, 2026 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,022 | -100.0% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,971 | -100.0% | Q1 2026 | May 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,866 | -100.0% | Q1 2026 | May 13, 2026 |
| Bedminster, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -5,495 | -100.0% | Q1 2026 | Apr 24, 2026 |
| COURIER CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,409 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MOLLER WEALTH PARTNERS | History | Closed out | 0 | 0 | — | 0.06% | — | -5,306 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Peak Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,278 | -100.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,253 | -100.0% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,130 | -100.0% | Q1 2026 | May 15, 2026 |
| Next Level Private LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,092 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Intellus Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,003 | -100.0% | Q1 2026 | May 07, 2026 |
| Lantern Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,884 | -100.0% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,759 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Belleair Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,655 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FOCUSED ALPHA, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,528 | -100.0% | Q1 2026 | May 12, 2026 |
| MBL Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,503 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,370 | -100.0% | Q1 2026 | May 05, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,233 | -100.0% | Q1 2026 | Apr 28, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,171 | -100.0% | Q1 2026 | May 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,136 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Client First Investment Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,117 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 0.05% | — | -4,085 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Harbor Group, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,001 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Financial Alternatives, Inc | History | Closed out | 0 | 0 | — | 0.12% | — | -4,000 | -100.0% | Q1 2026 | May 01, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,966 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -3,526 | -100.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,993 | -100.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,040 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Longview Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -870 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -754 | -100.0% | Q1 2026 | May 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -479 | -100.0% | Q1 2026 | Apr 21, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -384 | -100.0% | Q1 2026 | May 01, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -334 | -100.0% | Q1 2026 | May 05, 2026 |
| Beacon Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q1 2026 | May 08, 2026 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -301 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 04, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -193 | -100.0% | Q1 2026 | May 07, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1 | 0 | — | — | — | -8 | -88.89% | Q1 2026 | May 08, 2026 |
| Meramec Financial Planners, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 27, 2026 |
| GAMMA Investing LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 06, 2026 |
| RHL GROUP, LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -5 | -22.73% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Anfield Capital Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |